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
+6.37%
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
VCR icon
876
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$227K ﹤0.01%
+573
New +$218K
DTE icon
877
DTE Energy
DTE
$30.4B
$227K ﹤0.01%
+1,601
New +$219K
BGRN icon
878
iShares USD Green Bond ETF
BGRN
$498M
$226K ﹤0.01%
+4,697
New +$224K
BLV icon
879
Vanguard Long-Term Bond ETF
BLV
$5.79B
$225K ﹤0.01%
3,175
+110
+4% +$7.63K
DON icon
880
WisdomTree US MidCap Dividend Fund
DON
$4.01B
$224K ﹤0.01%
4,288
-25
-0.6% -$1.29K
HCA icon
881
HCA Healthcare
HCA
$82.8B
$224K ﹤0.01%
526
+1
+0.2% +$388
VDC icon
882
Vanguard Consumer Staples ETF
VDC
$7.86B
$224K ﹤0.01%
1,048
+18
+2% +$3.94K
ILCG icon
883
iShares Morningstar Growth ETF
ILCG
$3.18B
$224K ﹤0.01%
2,145
-64
-3% -$6.43K
QSR icon
884
Restaurant Brands International
QSR
$25.7B
$223K ﹤0.01%
3,478
– –
PPL
885
PPL Corp
PPL
$26.6B
$223K ﹤0.01%
+5,997
New +$215K
VEU icon
886
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$223K ﹤0.01%
3,114
-241
-7% -$16.6K
TSN icon
887
Tyson Foods
TSN
$20.4B
$220K ﹤0.01%
+4,051
New +$224K
TPL icon
888
Texas Pacific Land
TPL
$28B
$220K ﹤0.01%
705
– –
TER icon
889
Teradyne
TER
$58.6B
$219K ﹤0.01%
+1,594
New +$174K
KEYS icon
890
Keysight
KEYS
$56.1B
$219K ﹤0.01%
1,254
– –
VTR icon
891
Ventas
VTR
$47.5B
$219K ﹤0.01%
+3,129
New +$210K
ACI icon
892
Albertsons Companies
ACI
$7.21B
$219K ﹤0.01%
12,499
-35
-0.3% -$686
NXPI icon
893
NXP Semiconductors
NXPI
$69B
$218K ﹤0.01%
957
– –
HLT icon
894
Hilton Worldwide
HLT
$73.6B
$217K ﹤0.01%
+838
New +$227K
FIX icon
895
Comfort Systems
FIX
$62.4B
$217K ﹤0.01%
+263
New +$178K
BLD
896
DELISTED
TopBuild
BLD
$216K ﹤0.01%
+553
New +$221K
IYM icon
897
iShares US Basic Materials ETF
IYM
$1.14B
$216K ﹤0.01%
1,457
+2
+0.1% +$292
TFI icon
898
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.07B
$215K ﹤0.01%
4,725
+19
+0.4% +$851
IOT icon
899
Samsara
IOT
$21B
$215K ﹤0.01%
5,780
+209
+4% +$7.76K
QXO
900
QXO Inc
QXO
$14.5B
$215K ﹤0.01%
+11,262
New +$233K
34 35
36
37 38

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.