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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
MMIT icon
826
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$250K ﹤0.01%
10,480
-615
-6% -$14.6K
GLOB icon
827
Globant
GLOB
$1.41B
$249K ﹤0.01%
2,743
-1,316
-32% -$141K
CNH
828
CNH Industrial
CNH
$13.7B
$249K ﹤0.01%
19,218
+170
+0.9% +$2.1K
FXD icon
829
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$269M
$249K ﹤0.01%
3,925
– –
L icon
830
Loews
L
$24.4B
$249K ﹤0.01%
2,716
+125
+5% +$11K
TPL icon
831
Texas Pacific Land
TPL
$27.4B
$249K ﹤0.01%
705
– –
DFAC icon
832
Dimensional US Core Equity 2 ETF
DFAC
$47.6B
$247K ﹤0.01%
6,885
+20
+0.3% +$667
EL icon
833
Estee Lauder
EL
$30.1B
$246K ﹤0.01%
3,049
-2,076
-41% -$134K
K
834
DELISTED
Kellanova
K
$246K ﹤0.01%
3,093
-1,214
-28% -$99.2K
VTHR icon
835
Vanguard Russell 3000 ETF
VTHR
$4.63B
$245K ﹤0.01%
+897
New +$226K
SN icon
836
SharkNinja
SN
$21.7B
$245K ﹤0.01%
+2,471
New +$214K
JCI icon
837
Johnson Controls International
JCI
$87.5B
$244K ﹤0.01%
+2,310
New +$213K
COIN icon
838
Coinbase
COIN
$44.1B
$244K ﹤0.01%
+696
New +$163K
ICOP icon
839
iShares Copper and Metals Mining ETF
ICOP
$425M
$241K ﹤0.01%
+8,065
New +$219K
IYH icon
840
iShares US Healthcare ETF
IYH
$3.38B
$239K ﹤0.01%
+4,236
New +$239K
PEY icon
841
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$237K ﹤0.01%
11,628
+536
+5% +$10.8K
CGDV icon
842
Capital Group Dividend Value ETF
CGDV
$37.2B
$237K ﹤0.01%
+5,993
New +$217K
VTRS icon
843
Viatris
VTRS
$20.5B
$236K ﹤0.01%
26,424
-465
-2% -$3.93K
SPMO icon
844
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$236K ﹤0.01%
+2,096
New +$209K
GATX icon
845
GATX Corp
GATX
$6.52B
$234K ﹤0.01%
1,522
– –
IQLT icon
846
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$234K ﹤0.01%
5,403
-195
-3% -$8.09K
IUSB icon
847
iShares Core Universal USD Bond ETF
IUSB
$43B
$233K ﹤0.01%
+5,043
New +$230K
DEM icon
848
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$232K ﹤0.01%
5,118
+97
+2% +$4.17K
A icon
849
Agilent Technologies
A
$38.9B
$231K ﹤0.01%
1,961
+51
+3% +$5.65K
MSCI icon
850
MSCI
MSCI
$41.5B
$231K ﹤0.01%
399
-428
-52% -$237K
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 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.