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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
EEM icon
201
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$4.83M 0.06%
90,519
+1,253
+1% +$62.9K
SCHG icon
202
Schwab US Large-Cap Growth ETF
SCHG
$59.5B
$4.8M 0.05%
150,346
-10,917
-7% -$333K
ING icon
203
ING
ING
$95.4B
$4.75M 0.05%
182,060
-21,276
-10% -$513K
BWXT icon
204
BWX Technologies
BWXT
$16.2B
$4.72M 0.05%
25,622
+1,020
+4% +$164K
RDVI icon
205
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.49B
$4.71M 0.05%
182,126
+117,159
+180% +$2.96M
VB icon
206
Vanguard Small-Cap ETF
VB
$80.1B
$4.66M 0.05%
18,309
+3,830
+26% +$950K
GOVT icon
207
iShares US Treasury Bond ETF
GOVT
$43.6B
$4.64M 0.05%
200,819
+21,913
+12% +$502K
IYF icon
208
iShares US Financials ETF
IYF
$4.37B
$4.62M 0.05%
36,482
+343
+0.9% +$42.4K
CMCSA icon
209
Comcast
CMCSA
$84.9B
$4.61M 0.05%
146,666
-938
-0.6% -$31.4K
SPUS icon
210
SP Funds S&P 500 Sharia ETF
SPUS
$2.87B
$4.59M 0.05%
92,865
+407
+0.4% +$19K
VTV icon
211
Vanguard Value ETF
VTV
$188B
$4.56M 0.05%
24,467
+949
+4% +$172K
DT icon
212
Dynatrace
DT
$12.2B
$4.55M 0.05%
93,988
+8,997
+11% +$455K
APD icon
213
Air Products & Chemicals
APD
$66.2B
$4.52M 0.05%
16,566
+1,497
+10% +$433K
IDV icon
214
iShares International Select Dividend ETF
IDV
$8.32B
$4.5M 0.05%
123,190
-15,949
-11% -$574K
AMT icon
215
American Tower
AMT
$76.8B
$4.5M 0.05%
23,372
-1,057
-4% -$220K
SYK icon
216
Stryker
SYK
$120B
$4.46M 0.05%
12,041
-332
-3% -$128K
VCSH icon
217
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$4.45M 0.05%
55,723
+112
+0.2% +$8.91K
DFAS icon
218
Dimensional US Small Cap ETF
DFAS
$15.3B
$4.42M 0.05%
64,523
+14,718
+30% +$982K
GWW icon
219
W.W. Grainger
GWW
$64.4B
$4.42M 0.05%
4,633
-182
-4% -$183K
BLK icon
220
Blackrock
BLK
$162B
$4.4M 0.05%
3,773
-800
-17% -$894K
MUB icon
221
iShares National Muni Bond ETF
MUB
$45.3B
$4.38M 0.05%
41,166
-636
-2% -$66.6K
PYPL icon
222
PayPal
PYPL
$48.9B
$4.38M 0.05%
65,367
+3,623
+6% +$255K
CMG icon
223
Chipotle Mexican Grill
CMG
$42.2B
$4.37M 0.05%
111,420
-9,601
-8% -$432K
MDT icon
224
Medtronic
MDT
$105B
$4.32M 0.05%
45,358
+6,330
+16% +$582K
KBWB icon
225
Invesco KBW Bank ETF
KBWB
$7.09B
$4.23M 0.05%
54,110
+424
+0.8% +$32K
7 8
9
10 11

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.