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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
PNFP icon
901
Pinnacle Financial Partners Inc
PNFP
$14.6B
$214K ﹤0.01%
+2,287
New +$228K
WEC icon
902
WEC Energy
WEC
$36.4B
$214K ﹤0.01%
+1,864
New +$202K
DWX icon
903
State Street SPDR S&P International Dividend ETF
DWX
$522M
$213K ﹤0.01%
4,983
-1,272
-20% -$54.1K
WSO icon
904
Watsco Inc
WSO
$15.4B
$211K ﹤0.01%
522
– –
MSCI icon
905
MSCI
MSCI
$40.9B
$209K ﹤0.01%
368
-31
-8% -$17.5K
CNH
906
CNH Industrial
CNH
$12.8B
$209K ﹤0.01%
19,218
– –
CAG icon
907
Conagra Brands
CAG
$7.11B
$207K ﹤0.01%
11,320
-160,881
-93% -$3.08M
MUNI icon
908
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$206K ﹤0.01%
3,949
-480
-11% -$24.7K
CPA icon
909
Copa Holdings
CPA
$5.75B
$206K ﹤0.01%
+1,736
New +$199K
IVOV icon
910
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
$206K ﹤0.01%
+2,047
New +$203K
KTOS icon
911
Kratos Defense & Security Solutions
KTOS
$9.04B
$206K ﹤0.01%
+2,255
New +$144K
SW
912
Smurfit Westrock
SW
$22.6B
$204K ﹤0.01%
4,803
-12,473
-72% -$565K
TKO icon
913
TKO Group
TKO
$13.7B
$204K ﹤0.01%
+1,011
New +$185K
XTEN icon
914
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$204K ﹤0.01%
+4,368
New +$201K
GALT icon
915
Galectin Therapeutics
GALT
$254M
$203K ﹤0.01%
48,000
– –
LNC icon
916
Lincoln National
LNC
$7.96B
$203K ﹤0.01%
+5,036
New +$195K
XJH icon
917
iShares ESG Screened S&P Mid-Cap ETF
XJH
$420M
$202K ﹤0.01%
+4,595
New +$198K
ZWS icon
918
Zurn Elkay Water Solutions
ZWS
$7.98B
$201K ﹤0.01%
+4,276
New +$185K
PHK
919
PIMCO High Income Fund
PHK
$871M
$177K ﹤0.01%
35,395
– –
WCMI
920
First Trust WCM International Equity ETF
WCMI
$1.66B
$171K ﹤0.01%
+10,119
New +$161K
MTW icon
921
Manitowoc
MTW
$459M
$169K ﹤0.01%
16,875
– –
ALLT icon
922
Allot
ALLT
$398M
$159K ﹤0.01%
15,000
-500
-3% -$4.24K
PGEN icon
923
Precigen
PGEN
$1.96B
$147K ﹤0.01%
44,690
-4,375
-9% -$12.4K
UPXI icon
924
Upexi
UPXI
$63.3M
$145K ﹤0.01%
+25,100
New +$153K
PFL
925
PIMCO Income Strategy Fund
PFL
$387M
$129K ﹤0.01%
15,098
-32,053
-68% -$270K
35 36
37
38 39

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.