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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
TBIL
151
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$7.3M 0.08%
146,051
+10,025
+7% +$500K
VWO icon
152
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$7.22M 0.08%
133,200
-246
-0.2% -$12.7K
RBC icon
153
RBC Bearings
RBC
$18B
$7.16M 0.08%
18,340
+171
+0.9% +$66.6K
BUFG icon
154
FT Vest Buffered Allocation Growth ETF
BUFG
$326M
$7.12M 0.08%
264,457
-8,470
-3% -$222K
QCOM icon
155
Qualcomm
QCOM
$183B
$6.96M 0.08%
41,806
+695
+2% +$110K
AMD icon
156
Advanced Micro Devices
AMD
$888B
$6.9M 0.08%
42,634
+1,910
+5% +$308K
SSB icon
157
SouthState Bank Corp
SSB
$9.99B
$6.89M 0.08%
69,652
-895
-1% -$87.9K
VYM icon
158
Vanguard High Dividend Yield ETF
VYM
$80.2B
$6.88M 0.08%
48,828
-85
-0.2% -$11.7K
EMR icon
159
Emerson Electric
EMR
$76.5B
$6.87M 0.08%
52,348
-598
-1% -$81.5K
BUFR icon
160
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$6.78M 0.08%
202,881
+9,074
+5% +$296K
FISV
161
Fiserv Inc
FISV
$27B
$6.67M 0.08%
51,719
-1,641
-3% -$235K
SAP icon
162
SAP
SAP
$180B
$6.65M 0.08%
24,887
+695
+3% +$195K
EOG icon
163
EOG Resources
EOG
$76.4B
$6.31M 0.07%
56,310
-313
-0.6% -$37.3K
SCHW
164
Charles Schwab
SCHW
$174B
$6.28M 0.07%
65,785
+3,545
+6% +$336K
SPTS icon
165
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$6.26M 0.07%
213,384
-17,380
-8% -$508K
SDY icon
166
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$6.17M 0.07%
44,012
+563
+1% +$78.5K
KNG icon
167
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.36B
$6.14M 0.07%
124,439
-207,963
-63% -$10.4M
BN icon
168
Brookfield
BN
$103B
$6.06M 0.07%
132,503
+1,320
+1% +$58.5K
AZN icon
169
AstraZeneca
AZN
$263B
$6.01M 0.07%
39,158
+3,792
+11% +$574K
SPTI icon
170
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$5.99M 0.07%
207,224
-3,009
-1% -$86.5K
CARR icon
171
Carrier Global
CARR
$55.4B
$5.96M 0.07%
99,764
+4,740
+5% +$322K
GSK icon
172
GSK
GSK
$102B
$5.93M 0.07%
137,489
-56,536
-29% -$2.21M
XLE icon
173
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$5.93M 0.07%
132,666
+4,920
+4% +$215K
APH icon
174
Amphenol
APH
$194B
$5.92M 0.07%
47,853
-9,446
-16% -$1.04M
RF icon
175
Regions Financial
RF
$26.5B
$5.85M 0.07%
221,905
-5,023
-2% -$130K
5 6
7
8 9

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.