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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
QQQM icon
776
Invesco NASDAQ 100 ETF
QQQM
$98.3B
$346K ﹤0.01%
+1,397
New +$329K
FLO icon
777
Flowers Foods
FLO
$1.78B
$345K ﹤0.01%
26,425
+6,400
+32% +$97K
IR icon
778
Ingersoll Rand
IR
$32.6B
$343K ﹤0.01%
4,156
– –
WST icon
779
West Pharmaceutical
WST
$25.3B
$343K ﹤0.01%
1,307
– –
ARKK icon
780
ARK Innovation ETF
ARKK
$6.23B
$343K ﹤0.01%
3,970
-51
-1% -$3.9K
BWZ icon
781
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$264M
$341K ﹤0.01%
+12,273
New +$340K
IHI icon
782
iShares US Medical Devices ETF
IHI
$2.98B
$341K ﹤0.01%
5,676
+5
+0.1% +$306
AFLG icon
783
First Trust Active Factor Large Cap ETF
AFLG
$694M
$340K ﹤0.01%
+8,747
New +$327K
AWK icon
784
American Water Works
AWK
$26.1B
$339K ﹤0.01%
+2,435
New +$344K
RJF icon
785
Raymond James Financial
RJF
$32.8B
$337K ﹤0.01%
1,955
– –
FYX icon
786
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.37B
$337K ﹤0.01%
3,088
-465
-13% -$48.3K
IGF icon
787
iShares Global Infrastructure ETF
IGF
$11B
$334K ﹤0.01%
5,472
– –
FPX icon
788
First Trust US Equity Opportunities ETF
FPX
$1.55B
$333K ﹤0.01%
2,003
– –
XLC icon
789
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$331K ﹤0.01%
2,798
+1
+0% +$111
BUG icon
790
Global X Cybersecurity ETF
BUG
$1.21B
$331K ﹤0.01%
9,394
– –
MWA icon
791
Mueller Water Products
MWA
$3.89B
$327K ﹤0.01%
12,829
– –
XLB icon
792
State Street Materials Select Sector SPDR ETF
XLB
$8.43B
$327K ﹤0.01%
7,304
+10
+0.1% +$452
CMCO icon
793
Columbus McKinnon
CMCO
$455M
$327K ﹤0.01%
22,814
-120
-0.5% -$1.8K
ILCV icon
794
iShares Morningstar Value ETF
ILCV
$1.3B
$325K ﹤0.01%
3,611
+16
+0.4% +$1.38K
VRT icon
795
Vertiv
VRT
$116B
$320K ﹤0.01%
2,124
+34
+2% +$4.54K
IHDG icon
796
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$316K ﹤0.01%
6,861
+2,014
+42% +$91.3K
ES icon
797
Eversource Energy
ES
$28.1B
$316K ﹤0.01%
4,447
– –
STNE icon
798
StoneCo
STNE
$2.73B
$315K ﹤0.01%
16,635
– –
PPTA
799
Perpetua Resources
PPTA
$2.33B
$312K ﹤0.01%
+15,400
New +$260K
SPG icon
800
Simon Property Group
SPG
$73.6B
$311K ﹤0.01%
1,647
+5
+0.3% +$863
30 31
32
33 34

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.