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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
VUG icon
76
Vanguard Growth ETF
VUG
$223B
$17.1M 0.2%
213,558
-6,318
-3% -$483K
VOT icon
77
Vanguard Mid-Cap Growth ETF
VOT
$19.3B
$17M 0.19%
57,764
-281
-0.5% -$81.1K
XLK icon
78
State Street Technology Select Sector SPDR ETF
XLK
$118B
$16.9M 0.19%
120,074
+3,350
+3% +$444K
AMGN icon
79
Amgen
AMGN
$198B
$16.8M 0.19%
59,438
+524
+0.9% +$152K
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$16M 0.18%
242,981
+17,459
+8% +$1.09M
HON icon
81
Honeywell
HON
$71.7B
$15.7M 0.18%
78,973
-963
-1% -$201K
JHMM icon
82
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$15.6M 0.18%
241,189
-12,156
-5% -$768K
IWN icon
83
iShares Russell 2000 Value ETF
IWN
$14.5B
$15.5M 0.18%
87,880
+54
+0.1% +$9.12K
JPST icon
84
JPMorgan Ultra-Short Income ETF
JPST
$40B
$15.3M 0.18%
302,002
+7,619
+3% +$386K
VALQ icon
85
American Century US Quality Value ETF
VALQ
$323M
$15M 0.17%
231,907
-867
-0.4% -$54.9K
PANW icon
86
Palo Alto Networks
PANW
$279B
$14.6M 0.17%
71,773
-103
-0.1% -$19.7K
ENB icon
87
Enbridge
ENB
$121B
$14.4M 0.17%
286,240
+4,029
+1% +$190K
VZ icon
88
Verizon
VZ
$183B
$14.3M 0.16%
324,993
+398
+0.1% +$17.2K
SLV icon
89
iShares Silver Trust
SLV
$28.4B
$14.2M 0.16%
334,211
+18,247
+6% +$655K
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$123B
$14.1M 0.16%
216,652
+15,906
+8% +$1.02M
BMY icon
91
Bristol-Myers Squibb
BMY
$124B
$14.1M 0.16%
311,763
+49,952
+19% +$2.33M
BND icon
92
Vanguard Total Bond Market
BND
$158B
$14M 0.16%
187,881
+1,569
+0.8% +$116K
DRI icon
93
Darden Restaurants
DRI
$22.1B
$13.5M 0.15%
71,140
+890
+1% +$183K
TRV icon
94
Travelers Companies
TRV
$81.3B
$13.5M 0.15%
48,300
+1,288
+3% +$345K
PM icon
95
Philip Morris
PM
$293B
$13.4M 0.15%
82,646
+1,033
+1% +$174K
PFE icon
96
Pfizer
PFE
$142B
$13M 0.15%
512,060
-14,879
-3% -$367K
BRTR icon
97
BlackRock Total Return ETF
BRTR
$730M
$12.8M 0.15%
250,567
+120,653
+93% +$6.09M
TSM icon
98
TSMC
TSM
$2.2T
$12.7M 0.15%
45,366
+245
+0.5% +$59.9K
NFLX icon
99
Netflix
NFLX
$286B
$12.3M 0.14%
102,870
+15,920
+18% +$1.94M
IWO icon
100
iShares Russell 2000 Growth ETF
IWO
$14.9B
$12.3M 0.14%
38,398
+13
+0% +$3.92K
2 3
4
5 6

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.