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Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+6.37%
1 Year Est. Return
+12.78%
3 Year Est. Return
+68.37%
5 Year Est. Return
+75.37%
10 Year Est. Return
+242.26%
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
+$124M
Cap. Flow %
1.42%
Top 10 Hldgs %
42.19%
Holding
974
New
65
Increased
422
Reduced
368
Closed
37

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.6M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.07M
5
MSFT icon
Microsoft
MSFT
+$7.67M

Top Sells

Rank Stock Value
1
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$10.4M
2
KO icon
Coca-Cola
KO
+$5.28M
3
GPN icon
Global Payments
GPN
+$5.18M
4
SNPS icon
Synopsys
SNPS
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

Rank Sector Weight
1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDE icon
726
Coeur Mining
CDE
$16.4B
$424K ﹤0.01%
22,600
-142
-0.6% -$1.74K
OSEA icon
727
Harbor International Compounders ETF
OSEA
$471M
$424K ﹤0.01%
14,332
+255
+2% +$7.45K
LEG icon
728
Leggett & Platt
LEG
$1.45B
$422K ﹤0.01%
47,569
+47
+0.1% +$448
DOX icon
729
Amdocs
DOX
$5.41B
$420K ﹤0.01%
5,119
-16
-0.3% -$1.39K
BOTZ icon
730
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.25B
$419K ﹤0.01%
11,837
+1,745
+17% +$58.9K
EXPD icon
731
Expeditors International
EXPD
$23.3B
$419K ﹤0.01%
3,418
– –
TLT icon
732
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$417K ﹤0.01%
4,664
+570
+14% +$49.9K
CTRA
733
DELISTED
Coterra Energy
CTRA
$416K ﹤0.01%
17,600
+2,524
+17% +$60.9K
TGTX icon
734
TG Therapeutics
TGTX
$8.13B
$415K ﹤0.01%
11,500
-2,000
-15% -$65.9K
LH icon
735
Labcorp
LH
$22.9B
$408K ﹤0.01%
1,423
-2
-0.1% -$536
KD icon
736
Kyndryl
KD
$2.55B
$406K ﹤0.01%
13,523
-12,670
-48% -$435K
ONEQ icon
737
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$406K ﹤0.01%
4,555
+1
+0% +$84
DUOL icon
738
Duolingo
DUOL
$5.59B
$405K ﹤0.01%
1,258
+1
+0.1% +$334
SCHO icon
739
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$402K ﹤0.01%
16,471
-985
-6% -$24K
EWY icon
740
iShares MSCI South Korea ETF
EWY
$22.7B
$402K ﹤0.01%
5,015
-193
-4% -$14.4K
CAVA icon
741
CAVA Group
CAVA
$7.26B
$401K ﹤0.01%
6,631
-28
-0.4% -$2.12K
HELO icon
742
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.17B
$399K ﹤0.01%
6,145
+2,040
+50% +$130K
IXUS icon
743
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
$398K ﹤0.01%
4,817
+682
+16% +$54.2K
HYLS icon
744
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$396K ﹤0.01%
+9,412
New +$395K
NXST icon
745
Nexstar Media Group
NXST
$5.56B
$395K ﹤0.01%
2,000
– –
RIVN icon
746
Rivian
RIVN
$24.7B
$394K ﹤0.01%
26,816
-500
-2% -$6.7K
WDAY icon
747
Workday
WDAY
$32.7B
$393K ﹤0.01%
1,634
-40
-2% -$9.25K
CCL icon
748
Carnival Corporation Ltd
CCL
$35.7B
$393K ﹤0.01%
13,595
– –
CP icon
749
Canadian Pacific Kansas City
CP
$80.8B
$388K ﹤0.01%
5,205
-612
-11% -$46.8K
IEUR icon
750
iShares Core MSCI Europe ETF
IEUR
$8.74B
$388K ﹤0.01%
5,691
– –
28 29
30
31 32

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q3 2025 Portfolio in Review

As of Q3 2025, Synovus Financial held 974 positions worth $8.74B, up 7% from $8.17B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Synovus Financial's Q3 2025 filing shows 65 new, 422 increased, 368 reduced and 37 closed positions. Its largest new stake was Avantis International Equity ETF: 96,007 shares worth $7.57M. The largest sale was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Industrials and Financials.

  • Synovus Financial's largest Q3 2025 buy was Avantis International Equity ETF: 96,007 shares worth $7.57M.
  • Synovus Financial added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $20.1M increase.
  • Synovus Financial's biggest Q3 2025 reduction was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, cutting an estimated $10.4M.
  • Synovus Financial fully exited Invesco S&P 500 BuyWrite ETF in Q3 2025, selling an estimated $4.26M.
  • Synovus Financial's ten largest holdings make up 42% of its $8.74B portfolio in Q3 2025.
  • Synovus Financial opened 65 new positions and closed 37 in Q3 2025.
  • Synovus Financial's portfolio value rose 7% quarter-over-quarter to $8.74B.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.