We are live on ! Find out more
SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+6.25%
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
$8.17B
AUM Growth
+$441M
Cap. Flow
+$103M
Cap. Flow %
1.26%
Top 10 Hldgs %
43.12%
Holding
948
New
52
Increased
418
Reduced
377
Closed
39

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$69.3M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.8M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

Rank Stock Value
1
SO icon
Southern Company
SO
+$17.6M
2
KO icon
Coca-Cola
KO
+$17.6M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

Sector Composition

Rank Sector Weight
1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXPD icon
726
Expeditors International
EXPD
$22.4B
$391K ﹤0.01%
3,418
-72
-2% -$8.06K
LHX icon
727
L3Harris
LHX
$56.5B
$384K ﹤0.01%
1,530
-483
-24% -$111K
WHR icon
728
Whirlpool
WHR
$2.44B
$384K ﹤0.01%
3,783
-434
-10% -$36.1K
LEU icon
729
Centrus Energy
LEU
$3.46B
$384K ﹤0.01%
+2,097
New +$224K
CTRA
730
DELISTED
Coterra Energy
CTRA
$383K ﹤0.01%
15,076
-587
-4% -$14.9K
CCL icon
731
Carnival Corporation Ltd
CCL
$37.1B
$382K ﹤0.01%
13,595
+643
+5% +$13.8K
UBS icon
732
UBS Group
UBS
$172B
$378K ﹤0.01%
11,186
-498
-4% -$15.4K
IEUR icon
733
iShares Core MSCI Europe ETF
IEUR
$8.8B
$377K ﹤0.01%
5,691
– –
ITM icon
734
VanEck Intermediate Muni ETF
ITM
$2.14B
$376K ﹤0.01%
8,273
-1,452
-15% -$65.5K
RIVN icon
735
Rivian
RIVN
$23.9B
$375K ﹤0.01%
27,316
+650
+2% +$8.82K
SHOP icon
736
Shopify
SHOP
$165B
$375K ﹤0.01%
3,253
+206
+7% +$20.6K
BG icon
737
Bunge Global
BG
$22.8B
$374K ﹤0.01%
4,662
+154
+3% +$12.1K
LH icon
738
Labcorp
LH
$24.7B
$374K ﹤0.01%
1,425
+36
+3% +$8.77K
RSPG icon
739
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$552M
$374K ﹤0.01%
5,016
+410
+9% +$29.9K
EWY icon
740
iShares MSCI South Korea ETF
EWY
$22.5B
$374K ﹤0.01%
5,208
-3,048
-37% -$183K
LVHD icon
741
Franklin US Low Volatility High Dividend Index ETF
LVHD
$635M
$372K ﹤0.01%
9,338
– –
XLSR icon
742
State Street US Sector Rotation ETF
XLSR
$998M
$367K ﹤0.01%
6,681
– –
FDIQ
743
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$52.5M
$365K ﹤0.01%
6,317
+26
+0.4% +$1.43K
ONEQ icon
744
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$365K ﹤0.01%
4,554
+1
+0% +$72
TLT icon
745
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$361K ﹤0.01%
4,094
-65
-2% -$5.67K
STX icon
746
Seagate
STX
$185B
$358K ﹤0.01%
2,480
-148
-6% -$15.3K
GGG icon
747
Graco
GGG
$13B
$357K ﹤0.01%
4,157
-64
-2% -$5.3K
IHI icon
748
iShares US Medical Devices ETF
IHI
$3.06B
$355K ﹤0.01%
+5,671
New +$341K
TPR icon
749
Tapestry
TPR
$29.8B
$353K ﹤0.01%
+4,018
New +$304K
NDAQ icon
750
Nasdaq
NDAQ
$52.5B
$352K ﹤0.01%
3,939
-100
-2% -$7.98K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Synovus Financial held 948 positions worth $8.17B, up 5.7% from $7.73B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Synovus Financial's Q2 2025 filing shows 52 new, 418 increased, 377 reduced and 39 closed positions. Its largest new stake was Vanguard Total International Stock ETF: 288,308 shares worth $19.9M. The largest sale was Southern Company, an estimated $17.6M.

By sector, the portfolio is most concentrated in Industrials at 11% of assets, down from 13% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q2 2025 buy was Vanguard Total International Stock ETF: 288,308 shares worth $19.9M.
  • Synovus Financial added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $69.3M increase.
  • Synovus Financial's biggest Q2 2025 reduction was Southern Company, cutting an estimated $17.6M.
  • Synovus Financial fully exited Bank First Corp in Q2 2025, selling an estimated $5.99M.
  • Synovus Financial's ten largest holdings make up 43% of its $8.17B portfolio in Q2 2025.
  • Synovus Financial opened 52 new positions and closed 39 in Q2 2025.
  • Synovus Financial's portfolio value rose 5.7% quarter-over-quarter to $8.17B.

Based on Synovus Financial's 13F filing for Q2 2025, filed 14 Aug 2025.