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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
UNH icon
101
UnitedHealth
UNH
$382B
$10.9M 0.13%
35,051
-6,281
-15% -$2.4M
WINN icon
102
Harbor Long-Term Growers ETF
WINN
$1.11B
$10.9M 0.13%
373,210
+2,669
+0.7% +$69.9K
PEP icon
103
PepsiCo
PEP
$186B
$10.8M 0.13%
81,482
-2,484
-3% -$335K
ACN icon
104
Accenture
ACN
$89.9B
$10.7M 0.13%
35,947
+526
+1% +$160K
ADBE icon
105
Adobe
ADBE
$89.5B
$10.6M 0.13%
27,517
-1,588
-5% -$612K
GD icon
106
General Dynamics
GD
$105B
$10.5M 0.13%
35,943
-609
-2% -$168K
CRM icon
107
Salesforce
CRM
$134B
$10.5M 0.13%
38,326
-481
-1% -$129K
SLV icon
108
iShares Silver Trust
SLV
$28.1B
$10.4M 0.13%
315,964
+163,306
+107% +$4.99M
NEE icon
109
NextEra Energy
NEE
$187B
$10.2M 0.13%
147,310
+16,683
+13% +$1.16M
TSM icon
110
TSMC
TSM
$2.09T
$10.2M 0.13%
45,121
+14,454
+47% +$2.68M
AGG icon
111
iShares Core US Aggregate Bond ETF
AGG
$138B
$10.1M 0.12%
101,732
-2,090
-2% -$205K
SHEL icon
112
Shell
SHEL
$245B
$9.92M 0.12%
140,945
+7,429
+6% +$498K
TXN icon
113
Texas Instruments
TXN
$255B
$9.74M 0.12%
46,895
-770
-2% -$137K
PFF icon
114
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.65M 0.12%
314,408
-8,189
-3% -$246K
IWS icon
115
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$9.64M 0.12%
72,955
+2,427
+3% +$304K
NOW icon
116
ServiceNow
NOW
$102B
$9.59M 0.12%
46,655
-1,000
-2% -$189K
CB icon
117
Chubb
CB
$140B
$9.52M 0.12%
32,844
+1,167
+4% +$336K
MDLZ icon
118
Mondelez International
MDLZ
$77.7B
$9.31M 0.11%
137,984
-13,725
-9% -$916K
FISV
119
Fiserv Inc
FISV
$27.2B
$9.2M 0.11%
53,360
+3,701
+7% +$671K
C icon
120
Citigroup
C
$222B
$9.15M 0.11%
107,470
+3,007
+3% +$217K
VGT icon
121
Vanguard Information Technology ETF
VGT
$139B
$9.05M 0.11%
108,992
+8,640
+9% +$628K
KMB icon
122
Kimberly-Clark
KMB
$36.4B
$9.04M 0.11%
70,102
+934
+1% +$127K
TSLA icon
123
Tesla
TSLA
$1.24T
$9.03M 0.11%
28,429
-56
-0.2% -$16.9K
MS icon
124
Morgan Stanley
MS
$337B
$9.01M 0.11%
63,968
+3,695
+6% +$454K
AXP icon
125
American Express
AXP
$223B
$8.94M 0.11%
28,019
+3,841
+16% +$1.08M
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 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.