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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
MPWR icon
176
Monolithic Power Systems
MPWR
$69.2B
$5.84M 0.07%
6,347
+204
+3% +$165K
COR icon
177
Cencora
COR
$58.9B
$5.81M 0.07%
18,604
+965
+5% +$284K
WFC icon
178
Wells Fargo
WFC
$263B
$5.77M 0.07%
68,880
-3,604
-5% -$292K
MRSH
179
Marsh
MRSH
$85.6B
$5.76M 0.07%
28,597
+282
+1% +$58K
SDVY icon
180
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$5.69M 0.07%
149,686
+10,181
+7% +$378K
EZM icon
181
WisdomTree US MidCap Fund
EZM
$939M
$5.68M 0.07%
86,202
+3,999
+5% +$258K
ICE icon
182
Intercontinental Exchange
ICE
$80.5B
$5.66M 0.06%
33,568
+429
+1% +$76.7K
VGIT icon
183
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$5.65M 0.06%
94,051
-2,304
-2% -$138K
CEG icon
184
Constellation Energy
CEG
$96.8B
$5.64M 0.06%
17,149
-12
-0.1% -$3.87K
VMC icon
185
Vulcan Materials
VMC
$36.2B
$5.62M 0.06%
18,261
+133
+0.7% +$37.8K
FTSM icon
186
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$5.42M 0.06%
90,501
+12,547
+16% +$753K
CVS icon
187
CVS Health
CVS
$140B
$5.32M 0.06%
70,549
+1,143
+2% +$78.3K
HALO icon
188
Halozyme
HALO
$9.38B
$5.31M 0.06%
72,350
-5,609
-7% -$373K
FNDX icon
189
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$5.28M 0.06%
200,766
+10,736
+6% +$273K
ROK icon
190
Rockwell Automation
ROK
$51.9B
$5.13M 0.06%
14,687
-371
-2% -$128K
CPRT icon
191
Copart
CPRT
$25.3B
$5.05M 0.06%
112,283
-481
-0.4% -$22.7K
BE icon
192
Bloom Energy
BE
$65.1B
$5.03M 0.06%
59,470
-34,167
-36% -$1.59M
CCJ icon
193
Cameco
CCJ
$40.1B
$4.97M 0.06%
59,309
-18,170
-23% -$1.41M
COF icon
194
Capital One
COF
$124B
$4.97M 0.06%
23,365
-209
-0.9% -$45.8K
VCIT icon
195
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$4.91M 0.06%
58,336
+6,020
+12% +$501K
SPNS
196
DELISTED
Sapiens International
SPNS
$4.9M 0.06%
114,056
+21,575
+23% +$785K
ECL icon
197
Ecolab
ECL
$74.3B
$4.89M 0.06%
17,856
+1,198
+7% +$325K
BA icon
198
Boeing
BA
$163B
$4.87M 0.06%
22,580
+4,671
+26% +$1.05M
TMO icon
199
Thermo Fisher Scientific
TMO
$194B
$4.87M 0.06%
10,047
-121
-1% -$56.3K
MPC icon
200
Marathon Petroleum
MPC
$92.7B
$4.86M 0.06%
25,197
-58
-0.2% -$10.2K
6 7
8
9 10

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.