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
+6.25%
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
JAZZ icon
926
Jazz Pharmaceuticals
JAZZ
$16B
– –
-3,699
Closed -$459K
JJSF icon
927
J&J Snack Foods
JJSF
$1.46B
– –
-4,236
Closed -$558K
KOS icon
928
Kosmos Energy
KOS
$1.45B
– –
-17,297
Closed -$39.4K
LNSR icon
929
LENSAR
LNSR
$66M
– –
-43,060
Closed -$608K
MDYG icon
930
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.85B
– –
-2,707
Closed -$215K
MGV icon
931
Vanguard Mega Cap Value ETF
MGV
$13.3B
– –
-3,351
Closed -$432K
NCLH icon
932
Norwegian Cruise Line
NCLH
$9.2B
– –
-16,785
Closed -$318K
NICE icon
933
Nice
NICE
$5.57B
– –
-1,388
Closed -$214K
OC icon
934
Owens Corning
OC
$11.6B
– –
-1,818
Closed -$260K
ONTO icon
935
Onto Innovation
ONTO
$13B
– –
-1,958
Closed -$238K
PCAR icon
936
PACCAR
PCAR
$70.2B
– –
-8,642
Closed -$841K
PEG icon
937
Public Service Enterprise Group
PEG
$39.5B
– –
-3,081
Closed -$254K
RCKT icon
938
Rocket Pharmaceuticals
RCKT
$355M
– –
-278,450
Closed -$1.86M
RGA icon
939
Reinsurance Group of America
RGA
$15.7B
– –
-1,600
Closed -$315K
SAN icon
940
Banco Santander
SAN
$200B
– –
-19,122
Closed -$128K
SON icon
941
Sonoco
SON
$5.8B
– –
-11,227
Closed -$530K
TKR icon
942
Timken Company
TKR
$9.81B
– –
-7,574
Closed -$544K
TSN icon
943
Tyson Foods
TSN
$21.4B
– –
-4,144
Closed -$264K
VTR icon
944
Ventas
VTR
$48.7B
– –
-3,163
Closed -$217K
WEC icon
945
WEC Energy
WEC
$37.1B
– –
-1,851
Closed -$202K
WFC icon
946
CALL
Wells Fargo
WFC
$264B
– –
-12,000
Closed -$861K
STI icon
947
Solidion Technology
STI
$56.4M
– –
-880
Closed -$5.31K
CNR
948
Core Natural Resources Inc
CNR
$4.16B
– –
-3,000
Closed -$231K
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.