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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
+6.25%
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
CMCO icon
751
Columbus McKinnon
CMCO
$472M
$350K ﹤0.01%
22,934
-22,045
-49% -$337K
BUG icon
752
Global X Cybersecurity ETF
BUG
$1.28B
$349K ﹤0.01%
9,394
-46
-0.5% -$1.58K
BAX icon
753
Baxter International
BAX
$12.1B
$347K ﹤0.01%
11,459
-3,668
-24% -$111K
FYX icon
754
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$346K ﹤0.01%
3,553
-330
-8% -$29.9K
NXST icon
755
Nexstar Media Group
NXST
$5.67B
$346K ﹤0.01%
2,000
– –
IR icon
756
Ingersoll Rand
IR
$33.1B
$346K ﹤0.01%
4,156
+530
+15% +$41.8K
JNK icon
757
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$345K ﹤0.01%
3,543
-613
-15% -$58.2K
FBT icon
758
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$344K ﹤0.01%
2,134
+778
+57% +$124K
MRVL icon
759
Marvell Technology
MRVL
$170B
$343K ﹤0.01%
4,432
-359
-7% -$22.4K
SYY icon
760
Sysco
SYY
$40.2B
$343K ﹤0.01%
4,520
+839
+23% +$60.9K
INFY icon
761
Infosys
INFY
$47.4B
$342K ﹤0.01%
18,457
-196,827
-91% -$3.52M
PLD icon
762
Prologis
PLD
$137B
$334K ﹤0.01%
3,177
-3,611
-53% -$379K
GEHC icon
763
GE HealthCare
GEHC
$27.8B
$334K ﹤0.01%
4,514
-256
-5% -$17.8K
DELL icon
764
Dell
DELL
$276B
$334K ﹤0.01%
2,721
-13
-0.5% -$1.33K
BOTZ icon
765
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.2B
$330K ﹤0.01%
+10,092
New +$299K
SNOW icon
766
Snowflake
SNOW
$94.6B
$328K ﹤0.01%
+1,465
New +$265K
GPK icon
767
Graphic Packaging
GPK
$3.3B
$327K ﹤0.01%
15,541
+693
+5% +$16K
LNG icon
768
Cheniere Energy
LNG
$53.6B
$326K ﹤0.01%
1,339
+436
+48% +$101K
PFN
769
PIMCO Income Strategy Fund II
PFN
$693M
$325K ﹤0.01%
44,000
-300
-0.7% -$2.17K
IGF icon
770
iShares Global Infrastructure ETF
IGF
$10.9B
$324K ﹤0.01%
5,472
-367
-6% -$21K
AA icon
771
Alcoa
AA
$11.6B
$321K ﹤0.01%
10,884
+378
+4% +$10.2K
XLB icon
772
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$320K ﹤0.01%
7,294
+10
+0.1% +$424
FLO icon
773
Flowers Foods
FLO
$1.62B
$320K ﹤0.01%
20,025
-1,686
-8% -$29.1K
IXUS icon
774
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$320K ﹤0.01%
4,135
+660
+19% +$48.2K
IAT icon
775
iShares US Regional Banks ETF
IAT
$673M
$317K ﹤0.01%
6,385
+12
+0.2% +$546
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 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.