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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
NMR icon
901
Nomura Holdings
NMR
$28.6B
$90.7K ﹤0.01%
13,789
– –
GUT
902
Gabelli Utility Trust
GUT
$566M
$87.4K ﹤0.01%
15,076
– –
PGEN icon
903
Precigen
PGEN
$1.93B
$69.7K ﹤0.01%
49,065
– –
EQX icon
904
Equinox Gold
EQX
$7.51B
$57.5K ﹤0.01%
10,000
– –
MPT
905
Medical Properties Trust
MPT
$2.86B
$43.1K ﹤0.01%
10,000
– –
XBIT icon
906
XBiotech
XBIT
$68.9M
$35K ﹤0.01%
11,796
– –
CLSD
907
DELISTED
Clearside Biomedical
CLSD
$24K ﹤0.01%
2,000
– –
OPTT icon
908
Ocean Power Technologies
OPTT
$36.7M
$24K ﹤0.01%
50,500
– –
TLRY icon
909
Tilray
TLRY
$498M
$17.8K ﹤0.01%
4,305
+1,000
+30% +$4.54K
ABEV icon
910
Ambev
ABEV
$47.4B
– –
-10,000
Closed -$23.3K
ABR icon
911
Arbor Realty Trust
ABR
$977M
– –
-17,500
Closed -$206K
ARE icon
912
Alexandria Real Estate Equities
ARE
$8.96B
– –
-2,656
Closed -$246K
ASH icon
913
Ashland
ASH
$3.04B
– –
-4,141
Closed -$246K
AVT icon
914
Avnet
AVT
$7.25B
– –
-9,226
Closed -$444K
AWK icon
915
American Water Works
AWK
$26.3B
– –
-1,476
Closed -$218K
BFC icon
916
Bank First Corp
BFC
$1.65B
– –
-59,445
Closed -$5.99M
BRO icon
917
Brown & Brown
BRO
$23.6B
– –
-5,980
Closed -$744K
C icon
918
CALL
Citigroup
C
$223B
– –
-66,000
Closed -$4.69M
COKE icon
919
Coca-Cola Consolidated
COKE
$12.4B
– –
-3,150
Closed -$425K
DES icon
920
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
– –
-6,496
Closed -$208K
DLB icon
921
Dolby
DLB
$4.85B
– –
-6,052
Closed -$486K
EMB icon
922
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
– –
-2,315
Closed -$210K
GCOW icon
923
Pacer Global Cash Cows Dividend ETF
GCOW
$3.34B
– –
-7,959
Closed -$294K
HRTX icon
924
Heron Therapeutics
HRTX
$86.9M
– –
-31,847
Closed -$70.1K
ICLR icon
925
Icon
ICLR
$13B
– –
-2,637
Closed -$462K
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 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.