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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
LVHD icon
751
Franklin US Low Volatility High Dividend Index ETF
LVHD
$629M
$386K ﹤0.01%
9,338
– –
FDIQ
752
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$51.3M
$385K ﹤0.01%
6,347
+30
+0.5% +$1.82K
RSPG icon
753
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$570M
$382K ﹤0.01%
4,800
-216
-4% -$16.6K
SPIB icon
754
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$381K ﹤0.01%
11,243
-1,234
-10% -$41.5K
A icon
755
Agilent Technologies
A
$38.1B
$380K ﹤0.01%
2,961
+1,000
+51% +$121K
FTV icon
756
Fortive
FTV
$18.4B
$377K ﹤0.01%
7,702
-776
-9% -$38.2K
BG icon
757
Bunge Global
BG
$24B
$377K ﹤0.01%
4,641
-21
-0.5% -$1.68K
FBT icon
758
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$376K ﹤0.01%
2,096
-38
-2% -$6.47K
MRVL icon
759
Marvell Technology
MRVL
$192B
$375K ﹤0.01%
4,461
+29
+0.7% +$2.13K
DELL icon
760
Dell
DELL
$287B
$374K ﹤0.01%
2,634
-87
-3% -$11.3K
FOXF icon
761
Fox Factory Holding Corp
FOXF
$773M
$373K ﹤0.01%
15,366
+5,076
+49% +$143K
DKNG icon
762
DraftKings
DKNG
$11.4B
$371K ﹤0.01%
9,911
– –
SYY icon
763
Sysco
SYY
$39.7B
$369K ﹤0.01%
4,476
-44
-1% -$3.52K
SNOW icon
764
Snowflake
SNOW
$92.9B
$369K ﹤0.01%
1,634
+169
+12% +$36.3K
EFV icon
765
iShares MSCI EAFE Value ETF
EFV
$27.7B
$368K ﹤0.01%
+5,421
New +$357K
TDTF icon
766
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$368K ﹤0.01%
+15,147
New +$366K
PRU icon
767
Prudential Financial
PRU
$41.3B
$366K ﹤0.01%
3,524
+1,174
+50% +$124K
CBRL icon
768
Cracker Barrel
CBRL
$1.21B
$366K ﹤0.01%
8,300
– –
JHX icon
769
James Hardie Industries
JHX
$14.6B
$363K ﹤0.01%
+18,915
New +$453K
AEM icon
770
Agnico Eagle Mines
AEM
$73.3B
$363K ﹤0.01%
2,154
+249
+13% +$34.2K
FIVN icon
771
FIVE9
FIVN
$1.77B
$360K ﹤0.01%
14,865
-78
-0.5% -$2.06K
PFN
772
PIMCO Income Strategy Fund II
PFN
$698M
$359K ﹤0.01%
47,230
+3,230
+7% +$24.3K
AA icon
773
Alcoa
AA
$12.3B
$356K ﹤0.01%
10,832
-52
-0.5% -$1.62K
GEHC icon
774
GE HealthCare
GEHC
$28B
$348K ﹤0.01%
4,631
+117
+3% +$8.73K
NDAQ icon
775
Nasdaq
NDAQ
$51.5B
$348K ﹤0.01%
3,929
-10
-0.3% -$926
29 30
31
32 33

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.