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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
CVNA icon
851
Carvana
CVNA
$47B
$250K ﹤0.01%
3,310
– –
AZO icon
852
AutoZone
AZO
$49.2B
$249K ﹤0.01%
58
+2
+4% +$8.02K
EFAV icon
853
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
$248K ﹤0.01%
2,928
+207
+8% +$17.5K
EL icon
854
Estee Lauder
EL
$30.3B
$248K ﹤0.01%
2,818
-231
-8% -$20.6K
SITE icon
855
SiteOne Landscape Supply
SITE
$4.51B
$247K ﹤0.01%
1,916
+259
+16% +$35.1K
BAX icon
856
Baxter International
BAX
$11.5B
$246K ﹤0.01%
10,815
-644
-6% -$16.3K
IQLT icon
857
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
$245K ﹤0.01%
5,533
+130
+2% +$5.61K
LYV icon
858
Live Nation Entertainment
LYV
$41.4B
$244K ﹤0.01%
1,495
+18
+1% +$2.85K
TTEK icon
859
Tetra Tech
TTEK
$7.92B
$244K ﹤0.01%
7,305
– –
KBE icon
860
State Street SPDR S&P Bank ETF
KBE
$1.65B
$243K ﹤0.01%
4,084
+1
+0% +$59
MNST icon
861
Monster Beverage
MNST
$93.4B
$242K ﹤0.01%
3,588
– –
WHR icon
862
Whirlpool
WHR
$2.36B
$240K ﹤0.01%
3,052
-731
-19% -$67.1K
GAB icon
863
Gabelli Equity Trust
GAB
$1.74B
$240K ﹤0.01%
39,468
– –
ITB icon
864
iShares US Home Construction ETF
ITB
$2.36B
$240K ﹤0.01%
2,235
-14
-0.6% -$1.47K
PEY icon
865
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$239K ﹤0.01%
11,334
-294
-3% -$6.21K
XMHQ icon
866
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
$237K ﹤0.01%
+2,256
New +$232K
NI icon
867
NiSource
NI
$21.8B
$235K ﹤0.01%
5,418
– –
DEM icon
868
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$234K ﹤0.01%
5,097
-21
-0.4% -$970
OKE icon
869
Oneok
OKE
$57.9B
$234K ﹤0.01%
3,212
+50
+2% +$3.83K
EYLD icon
870
Cambria Emerging Shareholder Yield ETF
EYLD
$845M
$233K ﹤0.01%
6,267
+127
+2% +$4.72K
FE icon
871
FirstEnergy
FE
$28.1B
$232K ﹤0.01%
5,069
– –
TEL icon
872
TE Connectivity
TEL
$61B
$232K ﹤0.01%
+1,055
New +$211K
DGT icon
873
State Street SPDR Global Dow ETF
DGT
$607M
$231K ﹤0.01%
1,428
-38
-3% -$5.9K
J icon
874
Jacobs Solutions
J
$15.3B
$230K ﹤0.01%
1,537
– –
NEWP
875
New Pacific Metals
NEWP
$803M
$228K ﹤0.01%
84,000
-5,300
-6% -$9.84K
33 34
35
36 37

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.