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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 Morningstar 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 Miscellaneous 44.22%
2 Technology 11.67%
3 Industrials 11.04%
4 Financials 9.44%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPEI icon
951
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
– –
-11,578
Closed -$220K
GGG icon
952
Graco
GGG
$12.6B
– –
-4,157
Closed -$357K
GLOB icon
953
Globant
GLOB
$1.69B
– –
-2,743
Closed -$249K
GPK icon
954
Graphic Packaging
GPK
$3.09B
– –
-15,541
Closed -$327K
IPAR icon
955
Interparfums
IPAR
$3.74B
– –
-3,793
Closed -$498K
JNK icon
956
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.81B
– –
-3,543
Closed -$345K
KHC icon
957
Kraft Heinz
KHC
$29.5B
– –
-10,156
Closed -$262K
LKQ icon
958
LKQ Corp
LKQ
$6.46B
– –
-12,810
Closed -$474K
LNTH icon
959
Lantheus
LNTH
$6.59B
– –
-27,556
Closed -$2.26M
MEDP icon
960
Medpace
MEDP
$16.5B
– –
-1,442
Closed -$453K
MKC icon
961
McCormick & Company Non-Voting
MKC
$14B
– –
-2,961
Closed -$225K
NEAR icon
962
iShares Short Maturity Bond ETF
NEAR
$5.05B
– –
-10,165
Closed -$519K
NU icon
963
Nu Holdings
NU
$74.2B
– –
-74,183
Closed -$1.02M
ODFL icon
964
Old Dominion Freight Line
ODFL
$38.5B
– –
-4,397
Closed -$714K
OGE icon
965
OGE Energy
OGE
$9.69B
– –
-17,222
Closed -$764K
PBP icon
966
Invesco S&P 500 BuyWrite ETF
PBP
$379M
– –
-195,097
Closed -$4.26M
PPG icon
967
PPG Industries
PPG
$25B
– –
-1,896
Closed -$216K
SLAB icon
968
Silicon Laboratories
SLAB
$7.36B
– –
-3,928
Closed -$579K
SPEM icon
969
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
– –
-9,824
Closed -$420K
SPMO icon
970
Invesco S&P 500 Momentum ETF
SPMO
$22.5B
– –
-2,096
Closed -$236K
SRLN icon
971
State Street Blackstone Senior Loan ETF
SRLN
$5.47B
– –
-7,288
Closed -$303K
TEAM icon
972
Atlassian
TEAM
$48B
– –
-2,044
Closed -$415K
TLRY icon
973
Tilray
TLRY
$619M
– –
-4,305
Closed -$17.8K
XLSR icon
974
State Street US Sector Rotation ETF
XLSR
$1.05B
– –
-6,681
Closed -$367K
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 Miscellaneous at 44% of assets, up from 43% a quarter earlier, followed by Technology and Industrials.

  • 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.