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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
IWD icon
1
iShares Russell 1000 Value ETF
IWD
$81.7B
$629M 7.69%
3,236,174
+60,240
+2% +$11.2M
GPN icon
2
Global Payments
GPN
$22.5B
$618M 7.56%
7,715,279
+235,017
+3% +$18.6M
KO icon
3
Coca-Cola
KO
$353B
$541M 6.62%
7,640,580
-246,577
-3% -$17.6M
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$125B
$516M 6.31%
4,858,132
+53,536
+1% +$5.12M
SNV
5
DELISTED
Synovus
SNV
$275M 3.37%
5,314,299
-16,590
-0.3% -$762K
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$270M 3.31%
437,386
+121,215
+38% +$69.3M
MSFT icon
7
Microsoft
MSFT
$2.95T
$176M 2.16%
354,199
-11,076
-3% -$4.81M
AAPL icon
8
Apple
AAPL
$4.81T
$174M 2.13%
847,044
-19,989
-2% -$4.04M
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$228B
$170M 2.08%
2,988,394
+38,436
+1% +$2.06M
SO icon
10
Southern Company
SO
$106B
$155M 1.9%
1,691,153
-195,729
-10% -$17.6M
NVDA icon
11
NVIDIA
NVDA
$5.02T
$151M 1.85%
958,001
-26,943
-3% -$3.39M
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$135M 1.66%
740,730
+29,726
+4% +$5.13M
IWM icon
13
iShares Russell 2000 ETF
IWM
$82.4B
$125M 1.53%
578,275
+763
+0.1% +$154K
AFL icon
14
Aflac
AFL
$62.9B
$116M 1.42%
1,102,509
-6,371
-0.6% -$669K
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$95.7B
$113M 1.39%
623,815
+17,096
+3% +$2.95M
IWR icon
16
iShares Russell Mid-Cap ETF
IWR
$56.8B
$102M 1.24%
1,104,995
-6,784
-0.6% -$586K
JPM icon
17
JPMorgan Chase
JPM
$918B
$85.4M 1.05%
294,676
-7,315
-2% -$1.87M
AMZN icon
18
Amazon
AMZN
$2.66T
$81.7M 1%
372,579
-1,682
-0.4% -$333K
LLY icon
19
Eli Lilly
LLY
$1.02T
$79.6M 0.97%
102,058
-3,278
-3% -$2.55M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.24T
$63.9M 0.78%
362,609
+4,690
+1% +$768K
IJR icon
21
iShares Core S&P Small-Cap ETF
IJR
$110B
$63.2M 0.77%
578,665
+22,080
+4% +$2.28M
AVGO icon
22
Broadcom
AVGO
$1.84T
$62.1M 0.76%
225,356
-3,189
-1% -$692K
BINC icon
23
BlackRock Flexible Income ETF
BINC
$16.1B
$60.3M 0.74%
1,141,320
+108,186
+10% +$5.63M
GLD icon
24
SPDR Gold Trust
GLD
$132B
$60M 0.73%
196,973
-6,172
-3% -$1.87M
GVI icon
25
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$60M 0.73%
561,865
+31,793
+6% +$3.36M
1
2 3 4 5

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.