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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
Z icon
801
Zillow
Z
$7.16B
$308K ﹤0.01%
4,000
– –
ICOP icon
802
iShares Copper and Metals Mining ETF
ICOP
$438M
$305K ﹤0.01%
8,093
+28
+0.3% +$893
TEVA icon
803
Teva Pharmaceuticals
TEVA
$36.3B
$303K ﹤0.01%
15,005
– –
STZ icon
804
Constellation Brands
STZ
$22.6B
$302K ﹤0.01%
2,240
-339
-13% -$53.9K
HWM icon
805
Howmet Aerospace
HWM
$113B
$298K ﹤0.01%
+1,520
New +$277K
LBTYK icon
806
Liberty Global Class C
LBTYK
$3.4B
$293K ﹤0.01%
24,914
-96
-0.4% -$1.07K
EQIX icon
807
Equinix
EQIX
$102B
$289K ﹤0.01%
369
-3
-0.8% -$2.34K
EMN icon
808
Eastman Chemical
EMN
$8.02B
$288K ﹤0.01%
4,561
+400
+10% +$27.9K
ROBT icon
809
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$706M
$284K ﹤0.01%
5,361
– –
CHKP icon
810
Check Point Software Technologies
CHKP
$13.4B
$282K ﹤0.01%
1,363
– –
BSCQ icon
811
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$280K ﹤0.01%
14,338
-56
-0.4% -$1.09K
OSK icon
812
Oshkosh
OSK
$9.33B
$280K ﹤0.01%
2,158
-107
-5% -$14.2K
FYC icon
813
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.27B
$280K ﹤0.01%
3,079
-207
-6% -$17.4K
GNMA icon
814
iShares GNMA Bond ETF
GNMA
$423M
$279K ﹤0.01%
6,302
– –
STPZ icon
815
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$512M
$279K ﹤0.01%
5,150
– –
SPSM icon
816
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$279K ﹤0.01%
6,014
-733
-11% -$32.9K
JCI icon
817
Johnson Controls International
JCI
$87.4B
$278K ﹤0.01%
2,529
+219
+9% +$23.4K
XYZ
818
Block Inc
XYZ
$46.5B
$278K ﹤0.01%
3,844
– –
TLN
819
Talen Energy Corp
TLN
$18.1B
$277K ﹤0.01%
+652
New +$236K
GDOT icon
820
Green Dot
GDOT
$752M
$276K ﹤0.01%
20,559
– –
GCOW icon
821
Pacer Global Cash Cows Dividend ETF
GCOW
$3.33B
$276K ﹤0.01%
+6,962
New +$274K
VPU
822
Vanguard Utilities ETF
VPU
$8.75B
$275K ﹤0.01%
1,454
+292
+25% +$53.5K
L icon
823
Loews
L
$23.6B
$273K ﹤0.01%
2,716
– –
MPX
824
DELISTED
Marine Products Corp
MPX
$271K ﹤0.01%
30,565
– –
SPGP icon
825
Invesco S&P 500 GARP ETF
SPGP
$2.18B
$271K ﹤0.01%
2,379
-6,631
-74% -$735K
31 32
33
34 35

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.