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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
TBIL
151
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$6.8M 0.08%
136,026
+39,734
+41% +$1.98M
CMG icon
152
Chipotle Mexican Grill
CMG
$40.8B
$6.8M 0.08%
121,021
-49,612
-29% -$2.52M
KLAC icon
153
KLA
KLAC
$275B
$6.79M 0.08%
75,820
-6,230
-8% -$469K
EOG icon
154
EOG Resources
EOG
$78B
$6.77M 0.08%
56,623
+1,978
+4% +$226K
BX icon
155
Blackstone
BX
$104B
$6.77M 0.08%
45,240
+6,947
+18% +$955K
SPTS icon
156
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$6.76M 0.08%
230,764
+1,372
+0.6% +$40K
VWO icon
157
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$6.6M 0.08%
133,446
+9,053
+7% +$420K
BRTR icon
158
BlackRock Total Return ETF
BRTR
$728M
$6.57M 0.08%
129,914
+81,020
+166% +$4.03M
QCOM icon
159
Qualcomm
QCOM
$176B
$6.55M 0.08%
41,111
-39,696
-49% -$5.84M
MDY icon
160
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$6.55M 0.08%
11,554
-1
-0% -$537
VYM icon
161
Vanguard High Dividend Yield ETF
VYM
$81.1B
$6.52M 0.08%
48,913
+3,398
+7% +$430K
SSB icon
162
SouthState Bank Corp
SSB
$10.3B
$6.49M 0.08%
70,547
+2,222
+3% +$195K
UPS icon
163
United Parcel Service
UPS
$97.6B
$6.38M 0.08%
63,231
-7,937
-11% -$781K
GE icon
164
GE Aerospace
GE
$367B
$6.3M 0.08%
24,468
-1,224
-5% -$269K
MRSH
165
Marsh
MRSH
$86.3B
$6.19M 0.08%
28,315
-602
-2% -$136K
BUFR icon
166
FT Vest Fund of Buffer ETFs
BUFR
$10B
$6.16M 0.08%
193,807
+17,564
+10% +$529K
ICE icon
167
Intercontinental Exchange
ICE
$82.4B
$6.08M 0.07%
33,139
-397
-1% -$68.2K
SPTI icon
168
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$6.05M 0.07%
210,233
+31,609
+18% +$900K
SDY icon
169
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$5.9M 0.07%
43,449
-315
-0.7% -$41.8K
BUFD icon
170
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$5.89M 0.07%
221,781
+11,552
+5% +$292K
WFC icon
171
Wells Fargo
WFC
$261B
$5.81M 0.07%
72,484
-1,472
-2% -$106K
AMD icon
172
Advanced Micro Devices
AMD
$851B
$5.78M 0.07%
40,724
– –
VGIT icon
173
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$5.76M 0.07%
96,355
-137
-0.1% -$8.11K
CCJ icon
174
Cameco
CCJ
$38.3B
$5.75M 0.07%
77,479
-2,351
-3% -$125K
SCHW
175
Charles Schwab
SCHW
$177B
$5.68M 0.07%
62,240
-143
-0.2% -$12K
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 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.