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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
GD icon
101
General Dynamics
GD
$100B
$12.2M 0.14%
35,829
-114
-0.3% -$35.9K
WINN icon
102
Harbor Long-Term Growers ETF
WINN
$1.14B
$12M 0.14%
383,900
+10,690
+3% +$322K
LIN icon
103
Linde
LIN
$233B
$11.8M 0.13%
24,814
-203
-0.8% -$96.1K
TSLA icon
104
Tesla
TSLA
$1.42T
$11.7M 0.13%
26,280
-2,149
-8% -$745K
LQD icon
105
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.9B
$11.2M 0.13%
100,097
-112
-0.1% -$12.3K
PEP icon
106
PepsiCo
PEP
$184B
$11.2M 0.13%
79,406
-2,076
-3% -$296K
C icon
107
Citigroup
C
$223B
$10.9M 0.12%
107,551
+81
+0.1% +$7.69K
NEE icon
108
NextEra Energy
NEE
$183B
$10.8M 0.12%
143,591
-3,719
-3% -$272K
GLDM icon
109
SPDR Gold MiniShares Trust
GLDM
$27.7B
$10.7M 0.12%
139,845
+5,148
+4% +$353K
NOW icon
110
ServiceNow
NOW
$105B
$10.7M 0.12%
57,945
+11,290
+24% +$2.11M
IWS icon
111
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$10.5M 0.12%
75,513
+2,558
+4% +$350K
SHEL icon
112
Shell
SHEL
$241B
$10.5M 0.12%
146,330
+5,385
+4% +$388K
VGT icon
113
Vanguard Information Technology ETF
VGT
$142B
$10.4M 0.12%
111,000
+2,008
+2% +$175K
AGG icon
114
iShares Core US Aggregate Bond ETF
AGG
$138B
$10.4M 0.12%
103,387
+1,655
+2% +$164K
MS icon
115
Morgan Stanley
MS
$340B
$10.3M 0.12%
64,672
+704
+1% +$104K
CMI icon
116
Cummins
CMI
$91.1B
$10M 0.11%
23,710
+2,386
+11% +$915K
GIS icon
117
General Mills
GIS
$19.8B
$9.95M 0.11%
197,267
+45,396
+30% +$2.28M
UNP icon
118
Union Pacific
UNP
$176B
$9.79M 0.11%
41,394
+3,906
+10% +$880K
PFF icon
119
iShares Preferred and Income Securities ETF
PFF
$13.3B
$9.51M 0.11%
300,696
-13,712
-4% -$431K
ADBE icon
120
Adobe
ADBE
$90.3B
$9.5M 0.11%
26,923
-594
-2% -$213K
AXP icon
121
American Express
AXP
$239B
$9.35M 0.11%
28,138
+119
+0.4% +$37.9K
CB icon
122
Chubb
CB
$138B
$9.28M 0.11%
32,887
+43
+0.1% +$11.8K
GDX icon
123
VanEck Gold Miners ETF
GDX
$22.7B
$9.21M 0.11%
120,557
-49,806
-29% -$3M
UNH icon
124
UnitedHealth
UNH
$396B
$9.2M 0.11%
26,641
-8,410
-24% -$2.54M
CASY icon
125
Casey's General Stores
CASY
$31.8B
$9.18M 0.11%
16,244
-651
-4% -$341K
3 4
5
6 7

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.