We are live on ! Find out more
SF

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
TDC icon
801
Teradata
TDC
$2.8B
$271K ﹤0.01%
12,143
+305
+3% +$6.63K
ACI icon
802
Albertsons Companies
ACI
$5.57B
$270K ﹤0.01%
12,534
+288
+2% +$6.26K
VRT icon
803
Vertiv
VRT
$110B
$268K ﹤0.01%
+2,090
New +$203K
FOXF icon
804
Fox Factory Holding Corp
FOXF
$779M
$267K ﹤0.01%
10,290
+184
+2% +$4.31K
STNE icon
805
StoneCo
STNE
$2.65B
$267K ﹤0.01%
16,635
+2,021
+14% +$27K
SPG icon
806
Simon Property Group
SPG
$75.1B
$265K ﹤0.01%
1,642
-205
-11% -$32.4K
DWX icon
807
State Street SPDR S&P International Dividend ETF
DWX
$523M
$264K ﹤0.01%
6,255
-199
-3% -$8.12K
TTEK icon
808
Tetra Tech
TTEK
$8.28B
$263K ﹤0.01%
7,305
– –
KHC icon
809
Kraft Heinz
KHC
$31.1B
$262K ﹤0.01%
10,156
+8
+0.1% +$222
FYC icon
810
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.26B
$262K ﹤0.01%
+3,286
New +$236K
CIVI
811
DELISTED
Civitas Resources
CIVI
$261K ﹤0.01%
9,501
-14,557
-61% -$422K
XYZ
812
Block Inc
XYZ
$48.4B
$261K ﹤0.01%
3,844
-26
-0.7% -$1.51K
MPX
813
DELISTED
Marine Products Corp
MPX
$260K ﹤0.01%
30,565
– –
IUSG icon
814
iShares Core S&P US Growth ETF
IUSG
$31.1B
$260K ﹤0.01%
1,723
-3
-0.2% -$407
ROBT icon
815
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$704M
$259K ﹤0.01%
5,361
– –
OKE icon
816
Oneok
OKE
$56.4B
$258K ﹤0.01%
3,162
– –
LBTYK icon
817
Liberty Global Class C
LBTYK
$3.27B
$258K ﹤0.01%
25,010
+964
+4% +$9.98K
OSK icon
818
Oshkosh
OSK
$9.66B
$257K ﹤0.01%
2,265
-3,537
-61% -$343K
HELO icon
819
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
$257K ﹤0.01%
+4,105
New +$248K
LPX icon
820
Louisiana-Pacific
LPX
$5.19B
$256K ﹤0.01%
2,972
-900
-23% -$80K
CNQ icon
821
Canadian Natural Resources
CNQ
$93.4B
$255K ﹤0.01%
8,132
-230
-3% -$6.97K
MLPX icon
822
Global X MLP & Energy Infrastructure ETF
MLPX
$3.6B
$254K ﹤0.01%
4,051
– –
PRU icon
823
Prudential Financial
PRU
$42.3B
$253K ﹤0.01%
2,350
-1,909
-45% -$198K
TEVA icon
824
Teva Pharmaceuticals
TEVA
$36.2B
$251K ﹤0.01%
15,005
+849
+6% +$13.7K
LYG icon
825
Lloyds Banking Group
LYG
$89B
$250K ﹤0.01%
58,936
– –
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 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.