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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
INFY icon
826
Infosys
INFY
$44.5B
$268K ﹤0.01%
16,479
-1,978
-11% -$34.1K
FXD icon
827
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$265M
$268K ﹤0.01%
3,925
– –
LYG icon
828
Lloyds Banking Group
LYG
$89.3B
$268K ﹤0.01%
58,936
– –
IUSG icon
829
iShares Core S&P US Growth ETF
IUSG
$31.8B
$267K ﹤0.01%
1,620
-103
-6% -$16.2K
DFAC icon
830
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$266K ﹤0.01%
6,904
+19
+0.3% +$709
GATX icon
831
GATX Corp
GATX
$6.37B
$266K ﹤0.01%
1,522
– –
VTHR icon
832
Vanguard Russell 3000 ETF
VTHR
$4.69B
$265K ﹤0.01%
899
+2
+0.2% +$566
CALM icon
833
Cal-Maine
CALM
$4B
$265K ﹤0.01%
2,813
+55
+2% +$5.87K
LPX icon
834
Louisiana-Pacific
LPX
$5.05B
$264K ﹤0.01%
2,972
– –
HSY icon
835
Hershey
HSY
$35B
$264K ﹤0.01%
1,411
+93
+7% +$16.9K
TOL icon
836
Toll Brothers
TOL
$13.9B
$263K ﹤0.01%
+1,901
New +$248K
IYH icon
837
iShares US Healthcare ETF
IYH
$3.06B
$262K ﹤0.01%
4,461
+225
+5% +$12.8K
TDC icon
838
Teradata
TDC
$2.75B
$260K ﹤0.01%
12,086
-57
-0.5% -$1.23K
VTRS icon
839
Viatris
VTRS
$20.3B
$259K ﹤0.01%
26,179
-245
-0.9% -$2.38K
AIQ icon
840
Global X Artificial Intelligence & Technology ETF
AIQ
$9.64B
$259K ﹤0.01%
+5,238
New +$238K
B
841
Barrick Mining
B
$62.8B
$258K ﹤0.01%
+7,881
New +$200K
ATEN icon
842
A10 Networks
ATEN
$2.6B
$258K ﹤0.01%
14,202
+48
+0.3% +$868
MMIT icon
843
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$256K ﹤0.01%
10,535
+55
+0.5% +$1.32K
FSM icon
844
Fortuna Silver Mines
FSM
$2.65B
$255K ﹤0.01%
28,500
– –
SN icon
845
SharkNinja
SN
$20.4B
$255K ﹤0.01%
2,471
– –
MLPX icon
846
Global X MLP & Energy Infrastructure ETF
MLPX
$3.67B
$254K ﹤0.01%
4,053
+2
+0% +$122
K
847
DELISTED
Kellanova
K
$254K ﹤0.01%
3,094
+1
+0% +$80
PZA icon
848
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$253K ﹤0.01%
+10,966
New +$246K
CGDV icon
849
Capital Group Dividend Value ETF
CGDV
$36.7B
$252K ﹤0.01%
5,988
-5
-0.1% -$206
EXAS
850
DELISTED
Exact Sciences
EXAS
$252K ﹤0.01%
+4,600
New +$230K
32 33
34
35 36

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.