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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
QSR icon
851
Restaurant Brands International
QSR
$25.8B
$231K ﹤0.01%
3,478
– –
WSO icon
852
Watsco Inc
WSO
$15B
$231K ﹤0.01%
522
– –
GAB icon
853
Gabelli Equity Trust
GAB
$1.75B
$230K ﹤0.01%
39,468
– –
EFAV icon
854
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.26B
$229K ﹤0.01%
2,721
+3
+0.1% +$246
KBE icon
855
State Street SPDR S&P Bank ETF
KBE
$1.63B
$228K ﹤0.01%
4,083
-290
-7% -$15.1K
MUNI icon
856
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$228K ﹤0.01%
4,429
+19
+0.4% +$970
AEM icon
857
Agnico Eagle Mines
AEM
$73B
$227K ﹤0.01%
1,905
-280
-13% -$32.5K
VDC icon
858
Vanguard Consumer Staples ETF
VDC
$7.98B
$226K ﹤0.01%
1,030
-1
-0.1% -$219
VEU icon
859
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
$226K ﹤0.01%
3,355
-148
-4% -$9.37K
MNST icon
860
Monster Beverage
MNST
$93.2B
$225K ﹤0.01%
3,588
+108
+3% +$6.6K
MKC icon
861
McCormick & Company Non-Voting
MKC
$13.6B
$225K ﹤0.01%
2,961
+53
+2% +$3.97K
LYV icon
862
Live Nation Entertainment
LYV
$41.7B
$223K ﹤0.01%
+1,477
New +$203K
CVNA icon
863
Carvana
CVNA
$45.9B
$223K ﹤0.01%
+3,310
New +$182K
EYLD icon
864
Cambria Emerging Shareholder Yield ETF
EYLD
$841M
$222K ﹤0.01%
+6,140
New +$204K
GDOT icon
865
Green Dot
GDOT
$746M
$222K ﹤0.01%
20,559
– –
IOT icon
866
Samsara
IOT
$20.6B
$222K ﹤0.01%
5,571
-200
-3% -$8.27K
DGT icon
867
State Street SPDR Global Dow ETF
DGT
$609M
$221K ﹤0.01%
1,466
-3
-0.2% -$426
FPEI icon
868
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$220K ﹤0.01%
11,578
-16,403
-59% -$305K
HSY icon
869
Hershey
HSY
$36.6B
$219K ﹤0.01%
1,318
-130
-9% -$21.4K
NI icon
870
NiSource
NI
$22B
$219K ﹤0.01%
5,418
– –
IHDG icon
871
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$219K ﹤0.01%
+4,847
New +$212K
DON icon
872
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$216K ﹤0.01%
+4,313
New +$208K
PPG icon
873
PPG Industries
PPG
$26.4B
$216K ﹤0.01%
1,896
– –
ILCG icon
874
iShares Morningstar Growth ETF
ILCG
$3.09B
$214K ﹤0.01%
2,209
-320
-13% -$27.8K
BLV icon
875
Vanguard Long-Term Bond ETF
BLV
$5.78B
$213K ﹤0.01%
3,065
-30
-1% -$2.05K
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 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.