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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
EFR
926
Eaton Vance Senior Floating-Rate Fund
EFR
$312M
$122K ﹤0.01%
10,702
– –
APT icon
927
Alpha Pro Tech
APT
$53.2M
$120K ﹤0.01%
+25,000
New +$120K
AMCR icon
928
Amcor
AMCR
$20.1B
$116K ﹤0.01%
2,848
+600
+27% +$26.9K
KODK icon
929
Kodak
KODK
$762M
$116K ﹤0.01%
18,161
– –
EQX icon
930
Equinox Gold
EQX
$7.15B
$112K ﹤0.01%
10,000
– –
BGC icon
931
BGC Group
BGC
$5.44B
$101K ﹤0.01%
10,680
+12
+0.1% +$120
NMR icon
932
Nomura Holdings
NMR
$27.4B
$100K ﹤0.01%
13,789
– –
RES icon
933
RPC Inc
RES
$1.3B
$95.2K ﹤0.01%
20,000
– –
GUT
934
Gabelli Utility Trust
GUT
$574M
$91.5K ﹤0.01%
15,076
– –
MPT
935
Medical Properties Trust
MPT
$2.91B
$50.7K ﹤0.01%
10,000
– –
XBIT icon
936
XBiotech
XBIT
$68.6M
$31.4K ﹤0.01%
11,796
– –
OPTT icon
937
Ocean Power Technologies
OPTT
$48.5M
$25.4K ﹤0.01%
50,500
– –
ALGN icon
938
Align Technology
ALGN
$12.7B
– –
-1,517
Closed -$287K
ANSS
939
DELISTED
Ansys
ANSS
– –
-12,049
Closed -$4.23M
ARW icon
940
Arrow Electronics
ARW
$10.5B
– –
-3,170
Closed -$404K
AZEK
941
DELISTED
The AZEK Co
AZEK
– –
-14,399
Closed -$783K
BPMC
942
DELISTED
Blueprint Medicines
BPMC
– –
-32,572
Closed -$4.18M
CIVI
943
DELISTED
Civitas Resources
CIVI
– –
-9,501
Closed -$261K
CLSD
944
DELISTED
Clearside Biomedical
CLSD
– –
-2,000
Closed -$24K
CNC icon
945
Centene
CNC
$32.5B
– –
-8,678
Closed -$471K
COIN icon
946
Coinbase
COIN
$46.3B
– –
-696
Closed -$244K
CPB icon
947
Campbell Soup
CPB
$6.66B
– –
-70,972
Closed -$2.18M
FBZ
948
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
– –
-10,409
Closed -$125K
FDS icon
949
Factset
FDS
$9.1B
– –
-668
Closed -$299K
FISR icon
950
State Street Fixed Income Sector Rotation ETF
FISR
$486M
– –
-15,605
Closed -$403K
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.