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Synovus Financial

Synovus Financial Portfolio holdings

AUM $8.74B Turnover 10.47%
1-Year Est. Return 12.78%
 

Synovus Financial Corp, a banking and financial services firm that began as Columbus Bank and Trust Company, was bought by Pinnacle Financial Partners in an all-stock deal completed in January 2026. Branches keep the Synovus name until 2027, when they switch to Pinnacle's. The bank opened in 1888 after a textile mill worker's savings, sewn into her dress hem, spilled onto the floor; a mill executive offered to keep the money in the mill safe and pay her interest, and the service soon opened to all company employees. Columbus Bank and Trust started the card-processing business TSYS in 1959, and Synovus spun it off as a separate company in 2007. In 2010 Synovus combined thirty separate state bank charters into a single charter, and in 2019 it bought FCB Financial Holdings, owner of Florida Community Bank.

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
Avg Time Held
5.7 years
Top 10 Avg Time Held
6.8 years
Top 20 Avg Time Held
5.9 years

Sector Composition

Rank Sector Weight
1 Miscellaneous 44.22%
2 Technology 11.67%
3 Industrials 11.05%
4 Financials 9.44%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow Held Since
VUG icon
76
Vanguard Morningstar Growth ETF
VUG
$219B
$17.1M 0.2%
213,558
-6,318
-3% -$483K
2014 Q4
43 quarters
VOT icon
77
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.8B
$17M 0.19%
57,764
-281
-0.5% -$81.1K
2015 Q3
40 quarters
XLK icon
78
State Street Technology Select Sector SPDR ETF
XLK
$113B
$16.9M 0.19%
120,074
+3,350
+3% +$444K
2013 Q2
49 quarters
AMGN icon
79
Amgen
AMGN
$252B
$16.8M 0.19%
59,438
+524
+0.9% +$152K
2013 Q2
49 quarters
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$16M 0.18%
242,981
+17,459
+8% +$1.09M
2017 Q1
34 quarters
HON icon
81
Honeywell
HON
$70.6B
$15.7M 0.18%
78,973
-963
-1% -$201K
2013 Q2
49 quarters
JHMM icon
82
John Hancock Multifactor Mid Cap ETF
JHMM
$6.12B
$15.6M 0.18%
241,189
-12,156
-5% -$768K
2022 Q3
12 quarters
IWN icon
83
iShares Russell 2000 Value ETF
IWN
$14B
$15.5M 0.18%
87,880
+54
+0.1% +$9.12K
2013 Q2
49 quarters
JPST icon
84
JPMorgan Ultra-Short Income ETF
JPST
$42.5B
$15.3M 0.18%
302,002
+7,619
+3% +$386K
2018 Q1
30 quarters
VALQ icon
85
American Century US Quality Value ETF
VALQ
$194M
$15M 0.17%
231,907
-867
-0.4% -$54.9K
2019 Q2
25 quarters
PANW icon
86
Palo Alto Networks
PANW
$264B
$14.6M 0.17%
71,773
-103
-0.1% -$19.7K
2015 Q3
40 quarters
ENB icon
87
Enbridge
ENB
$106B
$14.4M 0.17%
286,240
+4,029
+1% +$190K
2013 Q2
49 quarters
VZ icon
88
Verizon
VZ
$192B
$14.3M 0.16%
324,993
+398
+0.1% +$17.2K
2013 Q2
49 quarters
SLV icon
89
iShares Silver Trust
SLV
$23.8B
$14.2M 0.16%
334,211
+18,247
+6% +$655K
2013 Q2
49 quarters
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$124B
$14.1M 0.16%
216,652
+15,906
+8% +$1.02M
2013 Q2
49 quarters
BMY icon
91
Bristol-Myers Squibb
BMY
$130B
$14.1M 0.16%
311,763
+49,952
+19% +$2.33M
2013 Q2
49 quarters
BND icon
92
Vanguard Total Bond Market
BND
$165B
$14M 0.16%
187,881
+1,569
+0.8% +$116K
2013 Q2
49 quarters
DRI icon
93
Darden Restaurants
DRI
$25.9B
$13.5M 0.15%
71,140
+890
+1% +$183K
2013 Q2
49 quarters
TRV icon
94
Travelers Companies
TRV
$82.6B
$13.5M 0.15%
48,300
+1,288
+3% +$345K
2013 Q2
49 quarters
PM icon
95
Philip Morris
PM
$310B
$13.4M 0.15%
82,646
+1,033
+1% +$174K
2013 Q2
49 quarters
PFE icon
96
Pfizer
PFE
$165B
$13M 0.15%
512,060
-14,879
-3% -$367K
2013 Q2
49 quarters
BRTR icon
97
BlackRock Total Return ETF
BRTR
$852M
$12.8M 0.15%
250,567
+120,653
+93% +$6.09M
2025 Q1
2 quarters
TSM icon
98
TSMC
TSM
$2.07T
$12.7M 0.15%
45,366
+245
+0.5% +$59.9K
2022 Q4
11 quarters
NFLX icon
99
Netflix
NFLX
$255B
$12.3M 0.14%
102,870
+15,920
+18% +$1.94M
2015 Q3
40 quarters
IWO icon
100
iShares Russell 2000 Growth ETF
IWO
$13.9B
$12.3M 0.14%
38,398
+13
+0% +$3.92K
2013 Q2
49 quarters

Similar funds

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.