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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
GDX icon
126
VanEck Gold Miners ETF
GDX
$23B
$8.87M 0.11%
170,363
+31,548
+23% +$1.57M
GLDM icon
127
SPDR Gold MiniShares Trust
GLDM
$27.5B
$8.83M 0.11%
134,697
+5,682
+4% +$370K
AMAT icon
128
Applied Materials
AMAT
$426B
$8.79M 0.11%
48,035
-74
-0.2% -$11.7K
UNP icon
129
Union Pacific
UNP
$183B
$8.63M 0.11%
37,488
-1,225
-3% -$272K
CASY icon
130
Casey's General Stores
CASY
$31.9B
$8.62M 0.11%
16,895
-515
-3% -$237K
MMM icon
131
3M
MMM
$89B
$8.6M 0.11%
56,471
-784
-1% -$112K
DIS icon
132
Walt Disney
DIS
$165B
$8.46M 0.1%
68,247
-1,199
-2% -$125K
DHR icon
133
Danaher
DHR
$135B
$7.99M 0.1%
40,426
-3,441
-8% -$667K
CAH icon
134
Cardinal Health
CAH
$53.4B
$7.95M 0.1%
47,289
-2,573
-5% -$382K
LOW icon
135
Lowe's Companies
LOW
$116B
$7.94M 0.1%
35,772
-474
-1% -$106K
GIS icon
136
General Mills
GIS
$19.2B
$7.87M 0.1%
151,871
-43,238
-22% -$2.39M
BIL icon
137
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$7.7M 0.09%
83,862
-804
-0.9% -$73.6K
BIV icon
138
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$7.55M 0.09%
97,624
+1,535
+2% +$117K
NSC icon
139
Norfolk Southern
NSC
$78.8B
$7.5M 0.09%
29,309
-736
-2% -$174K
SONY icon
140
Sony
SONY
$123B
$7.5M 0.09%
288,171
+6,728
+2% +$168K
GSK icon
141
GSK
GSK
$103B
$7.45M 0.09%
194,025
+52,998
+38% +$2.03M
SAP icon
142
SAP
SAP
$187B
$7.36M 0.09%
24,192
+422
+2% +$121K
VO icon
143
Vanguard Mid-Cap ETF
VO
$106B
$7.35M 0.09%
105,028
+1,972
+2% +$129K
MO icon
144
Altria Group
MO
$122B
$7.18M 0.09%
122,461
-6,071
-5% -$357K
EMR icon
145
Emerson Electric
EMR
$82.9B
$7.06M 0.09%
52,946
+4,952
+10% +$568K
RBC icon
146
RBC Bearings
RBC
$18.8B
$6.99M 0.09%
18,169
-16,853
-48% -$5.95M
CMI icon
147
Cummins
CMI
$91.7B
$6.98M 0.09%
21,324
+2,111
+11% +$654K
BUFG icon
148
FT Vest Buffered Allocation Growth ETF
BUFG
$324M
$6.97M 0.09%
272,927
-7,919
-3% -$191K
CARR icon
149
Carrier Global
CARR
$57.2B
$6.95M 0.09%
95,024
+14,270
+18% +$968K
AVLV icon
150
Avantis US Large Cap Value ETF
AVLV
$17.3B
$6.83M 0.08%
100,038
-3,093
-3% -$199K
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 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.