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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
APH icon
176
Amphenol
APH
$188B
$5.66M 0.07%
57,299
+2,593
+5% +$212K
CEG icon
177
Constellation Energy
CEG
$98B
$5.54M 0.07%
17,161
+1,311
+8% +$347K
CPRT icon
178
Copart
CPRT
$25.9B
$5.53M 0.07%
112,764
-7,483
-6% -$419K
XLE icon
179
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$5.42M 0.07%
127,746
-860
-0.7% -$35.8K
BN icon
180
Brookfield
BN
$102B
$5.41M 0.07%
131,183
+702
+0.5% +$26K
AMT icon
181
American Tower
AMT
$77.7B
$5.4M 0.07%
24,429
-12,493
-34% -$2.7M
DE icon
182
Deere & Co
DE
$170B
$5.39M 0.07%
10,601
+56
+0.5% +$27.4K
RF icon
183
Regions Financial
RF
$26.3B
$5.34M 0.07%
226,928
-101,398
-31% -$2.15M
COR icon
184
Cencora
COR
$60.3B
$5.29M 0.06%
17,639
-1,202
-6% -$346K
CMCSA icon
185
Comcast
CMCSA
$79.1B
$5.27M 0.06%
147,604
+1,006
+0.7% +$34.8K
HLN icon
186
Haleon
HLN
$43.1B
$5.23M 0.06%
503,999
+29,988
+6% +$316K
SNPS icon
187
Synopsys
SNPS
$71.5B
$5.19M 0.06%
10,122
-605
-6% -$282K
EZM icon
188
WisdomTree US MidCap Fund
EZM
$937M
$5.08M 0.06%
82,203
-7,069
-8% -$416K
ALC icon
189
Alcon
ALC
$33.1B
$5.04M 0.06%
57,121
-1,771
-3% -$159K
COF icon
190
Capital One
COF
$124B
$5.02M 0.06%
23,574
+424
+2% +$79.1K
GWW icon
191
W.W. Grainger
GWW
$65.3B
$5.01M 0.06%
4,815
-1,284
-21% -$1.33M
ROK icon
192
Rockwell Automation
ROK
$51.4B
$5M 0.06%
15,058
-570
-4% -$162K
AZN icon
193
AstraZeneca
AZN
$263B
$4.94M 0.06%
35,366
+2,941
+9% +$412K
SDVY icon
194
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$4.92M 0.06%
139,505
+1,547
+1% +$51.9K
SYK icon
195
Stryker
SYK
$127B
$4.9M 0.06%
12,373
+18
+0.1% +$6.73K
IDV icon
196
iShares International Select Dividend ETF
IDV
$8.25B
$4.8M 0.06%
139,139
-2,455
-2% -$80.2K
BLK icon
197
Blackrock
BLK
$164B
$4.8M 0.06%
4,573
-1,009
-18% -$954K
CVS icon
198
CVS Health
CVS
$137B
$4.79M 0.06%
69,406
-1,174
-2% -$77K
VMC icon
199
Vulcan Materials
VMC
$36.3B
$4.73M 0.06%
18,128
-31
-0.2% -$7.97K
SCHG icon
200
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$4.71M 0.06%
161,263
+15,060
+10% +$398K
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 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.