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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
CRM icon
126
Salesforce
CRM
$139B
$9.15M 0.1%
38,600
+274
+0.7% +$69.1K
AMAT icon
127
Applied Materials
AMAT
$448B
$9.11M 0.1%
44,476
-3,559
-7% -$646K
BIL icon
128
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$9.06M 0.1%
98,715
+14,853
+18% +$1.36M
NSC icon
129
Norfolk Southern
NSC
$74.4B
$9.04M 0.1%
30,103
+794
+3% +$221K
KMB icon
130
Kimberly-Clark
KMB
$36B
$8.97M 0.1%
72,101
+1,999
+3% +$258K
LOW icon
131
Lowe's Companies
LOW
$114B
$8.92M 0.1%
35,486
-286
-0.8% -$70.3K
ACN icon
132
Accenture
ACN
$86.2B
$8.8M 0.1%
35,676
-271
-0.8% -$70.7K
MMM icon
133
3M
MMM
$89.1B
$8.73M 0.1%
56,261
-210
-0.4% -$32.4K
TXN icon
134
Texas Instruments
TXN
$265B
$8.57M 0.1%
46,636
-259
-0.6% -$50.6K
MDLZ icon
135
Mondelez International
MDLZ
$76.8B
$8.38M 0.1%
134,195
-3,789
-3% -$244K
KLAC icon
136
KLA
KLAC
$284B
$8.23M 0.09%
76,300
+480
+0.6% +$44.8K
MO icon
137
Altria Group
MO
$122B
$8.19M 0.09%
123,959
+1,498
+1% +$94.9K
BX icon
138
Blackstone
BX
$152B
$8.03M 0.09%
46,976
+1,736
+4% +$297K
DHR icon
139
Danaher
DHR
$127B
$7.86M 0.09%
39,664
-762
-2% -$152K
DIS icon
140
Walt Disney
DIS
$167B
$7.86M 0.09%
68,613
+366
+0.5% +$43.1K
SONY icon
141
Sony
SONY
$123B
$7.86M 0.09%
272,879
-15,292
-5% -$411K
BIV icon
142
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$7.67M 0.09%
98,254
+630
+0.6% +$48.8K
AVDE icon
143
Avantis International Equity ETF
AVDE
$17.7B
$7.57M 0.09%
+96,007
New +$7.31M
MDY icon
144
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$7.53M 0.09%
12,640
+1,086
+9% +$637K
CAH icon
145
Cardinal Health
CAH
$52.9B
$7.5M 0.09%
47,771
+482
+1% +$74.5K
BUFD icon
146
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.94B
$7.48M 0.09%
270,445
+48,664
+22% +$1.32M
GE icon
147
GE Aerospace
GE
$353B
$7.46M 0.09%
24,793
+325
+1% +$88.8K
AVLV icon
148
Avantis US Large Cap Value ETF
AVLV
$17.3B
$7.39M 0.08%
102,221
+2,183
+2% +$154K
VO icon
149
Vanguard Mid-Cap ETF
VO
$106B
$7.36M 0.08%
100,140
-4,888
-5% -$351K
DE icon
150
Deere & Co
DE
$158B
$7.31M 0.08%
15,984
+5,383
+51% +$2.65M
4 5
6
7 8

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.