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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
DT icon
201
Dynatrace
DT
$12.1B
$4.69M 0.06%
84,991
+2,588
+3% +$130K
FTSM icon
202
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$4.67M 0.06%
77,954
+2,405
+3% +$144K
FNDX icon
203
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$4.66M 0.06%
190,030
+37,491
+25% +$872K
PYPL icon
204
PayPal
PYPL
$49.5B
$4.59M 0.06%
61,744
+1,692
+3% +$116K
VEEV icon
205
Veeva Systems
VEEV
$30.3B
$4.54M 0.06%
15,781
-242
-2% -$60K
MPWR icon
206
Monolithic Power Systems
MPWR
$65.5B
$4.49M 0.06%
6,143
+90
+1% +$57.3K
ECL icon
207
Ecolab
ECL
$75.6B
$4.49M 0.05%
16,658
+846
+5% +$215K
ING icon
208
ING
ING
$93.8B
$4.45M 0.05%
203,336
+12,699
+7% +$256K
VCSH icon
209
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$4.42M 0.05%
55,611
+78
+0.1% +$6.14K
IYF icon
210
iShares US Financials ETF
IYF
$4.39B
$4.37M 0.05%
36,139
+246
+0.7% +$27.7K
MUB icon
211
iShares National Muni Bond ETF
MUB
$45.1B
$4.37M 0.05%
41,802
+743
+2% +$77.2K
VRTX icon
212
Vertex Pharmaceuticals
VRTX
$121B
$4.35M 0.05%
9,777
+1,271
+15% +$586K
AIG icon
213
American International
AIG
$41.9B
$4.35M 0.05%
50,807
+2,793
+6% +$233K
VCIT icon
214
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$4.34M 0.05%
52,316
+7,552
+17% +$614K
EEM icon
215
iShares MSCI Emerging Markets ETF
EEM
$28B
$4.31M 0.05%
89,266
+4,124
+5% +$185K
PBP icon
216
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$4.26M 0.05%
195,097
+56,992
+41% +$1.23M
APD icon
217
Air Products & Chemicals
APD
$66.3B
$4.25M 0.05%
15,069
+1,348
+10% +$369K
ANSS
218
DELISTED
Ansys
ANSS
$4.23M 0.05%
12,049
+291
+2% +$95.3K
MPC icon
219
Marathon Petroleum
MPC
$90.3B
$4.2M 0.05%
25,255
-2,180
-8% -$327K
BPMC
220
DELISTED
Blueprint Medicines
BPMC
$4.18M 0.05%
32,572
+416
+1% +$43.2K
VTV icon
221
Vanguard Value ETF
VTV
$189B
$4.16M 0.05%
23,518
+1,906
+9% +$322K
TMO icon
222
Thermo Fisher Scientific
TMO
$211B
$4.12M 0.05%
10,168
-366
-3% -$153K
GOVT icon
223
iShares US Treasury Bond ETF
GOVT
$43.6B
$4.11M 0.05%
178,906
+14,842
+9% +$338K
SPUS icon
224
SP Funds S&P 500 Sharia ETF
SPUS
$2.84B
$4.1M 0.05%
92,458
+3,499
+4% +$141K
APA icon
225
APA Corp
APA
$12.8B
$4.06M 0.05%
221,877
+159,937
+258% +$2.77M
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 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.