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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
+6.25%
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
CAT icon
76
Caterpillar
CAT
$409B
$16.2M 0.2%
41,780
+3,431
+9% +$1.14M
VUG icon
77
Vanguard Growth ETF
VUG
$216B
$16.1M 0.2%
219,876
+1,470
+0.7% +$96.8K
VIG icon
78
Vanguard Dividend Appreciation ETF
VIG
$111B
$15.6M 0.19%
76,325
+11,336
+17% +$2.2M
JHMM icon
79
John Hancock Multifactor Mid Cap ETF
JHMM
$5.89B
$15.5M 0.19%
253,345
-9,981
-4% -$575K
DRI icon
80
Darden Restaurants
DRI
$22.5B
$15.3M 0.19%
70,250
-5,663
-7% -$1.18M
JPST icon
81
JPMorgan Ultra-Short Income ETF
JPST
$40B
$14.9M 0.18%
294,383
+1,873
+0.6% +$94.6K
PM icon
82
Philip Morris
PM
$301B
$14.9M 0.18%
81,613
+215
+0.3% +$36.9K
XLK icon
83
State Street Technology Select Sector SPDR ETF
XLK
$115B
$14.8M 0.18%
116,724
+5,402
+5% +$599K
PANW icon
84
Palo Alto Networks
PANW
$264B
$14.7M 0.18%
71,876
-354
-0.5% -$65.7K
TJX icon
85
TJX Companies
TJX
$170B
$14.7M 0.18%
118,960
+2,900
+2% +$368K
VALQ icon
86
American Century US Quality Value ETF
VALQ
$324M
$14.4M 0.18%
232,774
-326
-0.1% -$19.5K
GS icon
87
Goldman Sachs
GS
$313B
$14.3M 0.18%
20,199
+1,509
+8% +$874K
VZ icon
88
Verizon
VZ
$194B
$14M 0.17%
324,595
+2,632
+0.8% +$114K
IWN icon
89
iShares Russell 2000 Value ETF
IWN
$14.4B
$13.9M 0.17%
87,826
-691
-0.8% -$103K
BND icon
90
Vanguard Total Bond Market
BND
$157B
$13.7M 0.17%
186,312
+136,210
+272% +$9.91M
IEMG icon
91
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$13.5M 0.17%
225,522
-7,083
-3% -$395K
ENB icon
92
Enbridge
ENB
$124B
$12.8M 0.16%
282,211
+3,742
+1% +$170K
PFE icon
93
Pfizer
PFE
$140B
$12.8M 0.16%
526,939
-49,311
-9% -$1.15M
TRV icon
94
Travelers Companies
TRV
$80.8B
$12.6M 0.15%
47,012
-2,074
-4% -$547K
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$123B
$12.5M 0.15%
200,746
+14,121
+8% +$829K
BMY icon
96
Bristol-Myers Squibb
BMY
$127B
$12.1M 0.15%
261,811
-1,088
-0.4% -$53.4K
LIN icon
97
Linde
LIN
$237B
$11.7M 0.14%
25,017
-57
-0.2% -$26K
NFLX icon
98
Netflix
NFLX
$292B
$11.6M 0.14%
86,950
-2,600
-3% -$294K
LQD icon
99
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$11M 0.13%
100,209
+221
+0.2% +$23.7K
IWO icon
100
iShares Russell 2000 Growth ETF
IWO
$14.5B
$11M 0.13%
38,385
-1,331
-3% -$350K
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 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.