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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
EMN icon
776
Eastman Chemical
EMN
$7.74B
$311K ﹤0.01%
4,161
– –
MWA icon
777
Mueller Water Products
MWA
$3.94B
$308K ﹤0.01%
12,829
– –
VTWO icon
778
Vanguard Russell 2000 ETF
VTWO
$17.4B
$304K ﹤0.01%
3,487
+6
+0.2% +$488
XLC icon
779
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
$304K ﹤0.01%
2,797
-10
-0.4% -$985
SRLN icon
780
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$303K ﹤0.01%
7,288
+2,057
+39% +$84.2K
AG icon
781
First Majestic Silver
AG
$8.01B
$302K ﹤0.01%
36,553
-3,299
-8% -$22.2K
CHKP icon
782
Check Point Software Technologies
CHKP
$13.6B
$302K ﹤0.01%
1,363
-10
-0.7% -$2.2K
ILCV icon
783
iShares Morningstar Value ETF
ILCV
$1.31B
$300K ﹤0.01%
3,595
-5,307
-60% -$423K
RJF icon
784
Raymond James Financial
RJF
$33.3B
$300K ﹤0.01%
1,955
-1,936
-50% -$277K
FDS icon
785
Factset
FDS
$9.46B
$299K ﹤0.01%
668
– –
SDVD icon
786
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$913M
$297K ﹤0.01%
14,456
+1,695
+13% +$33.5K
EQIX icon
787
Equinix
EQIX
$103B
$296K ﹤0.01%
372
+1
+0.3% +$848
FPX icon
788
First Trust US Equity Opportunities ETF
FPX
$1.51B
$290K ﹤0.01%
2,003
– –
SPSM icon
789
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$287K ﹤0.01%
6,747
+3
+0% +$121
ALGN icon
790
Align Technology
ALGN
$12B
$287K ﹤0.01%
1,517
– –
WST icon
791
West Pharmaceutical
WST
$23.3B
$286K ﹤0.01%
1,307
-23
-2% -$4.92K
ES icon
792
Eversource Energy
ES
$28.1B
$283K ﹤0.01%
+4,447
New +$274K
ARKK icon
793
ARK Innovation ETF
ARKK
$5.74B
$283K ﹤0.01%
+4,021
New +$222K
BSCQ icon
794
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$281K ﹤0.01%
14,394
+138
+1% +$2.69K
Z icon
795
Zillow
Z
$7.32B
$280K ﹤0.01%
4,000
– –
ITA icon
796
iShares US Aerospace & Defense ETF
ITA
$14.4B
$279K ﹤0.01%
1,477
-397
-21% -$65.9K
STPZ icon
797
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$505M
$277K ﹤0.01%
5,150
– –
GNMA icon
798
iShares GNMA Bond ETF
GNMA
$423M
$277K ﹤0.01%
6,302
– –
CALM icon
799
Cal-Maine
CALM
$4.2B
$275K ﹤0.01%
2,758
+239
+9% +$22.8K
ATEN icon
800
A10 Networks
ATEN
$2.41B
$274K ﹤0.01%
14,154
+49
+0.3% +$837
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 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.