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SYNOVUS FINANCIAL CORP — 13F Holdings & Portfolio

CIK 18349 · latest 13F-HR filed 2025-11-07

Backtest portfolio

SYNOVUS FINANCIAL CORP manages $8.74B in 13F-reported U.S. long-equity assets across 1,549 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are IWD (7.22%), GPN (7.21%), IWF (6.16%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 66 new positions and exited 38; 464 existing positions rose in reported value and 169 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$8.74B

Long-equity book

Holdings
1,549

Distinct positions

Period
2025-09-30

Filed 2025-11-07

Q/Q Activity
+66 / −38 / ↑464 / ↓169

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
IWD7.5% · +0%GPN7.3% · -1%IWF6.5% · -0%KO5.7% · -1%SPY3.4% · +3%SYNOVUS FINL3.0% · -0%AAPL2.4% · -1%MSFT2.2% · +4%VEA2.1% · +1%NVDA2.0% · -1%SO1.8% · -0%QUAL1.7% · +0%IWM1.6% · +1%RSP1.5% · +9%AFL1.4% · +0%IWR1.2% · +2%JPM1.1% · +4%GOOGL1.0% · +1%AMZN0.9% · +1%LLY0.9% · -1%AVGO0.8% · -1%GLD0.8% · -0%HD0.8% · +3%BINC0.7% · +6%IJR0.7% · -7%GVI0.7% · +3%VOO0.7% · +56%PRF0.6% · +0%EFA0.6% · +17%VTI0.6% · +25%ORCL0.6% · +5%META0.5% · +2%JNJ0.5% · +2%XOM0.5% · +6%JEPI0.4% · +6%GOOG0.4% · +3%COST0.4% · +1%CVX0.4% · +1%SHY0.4% · -2%HGER0.4% · +6%LMT0.3% · +3%QQQ0.3% · -1%MCD0.3% · +0%DVY0.3% · +1%V0.3% · +2%QGRO0.3% · +3%ABBV0.3% · +2%VFH0.3% · +0%CSCO0.3% · +2%BAC0.3% · +2%IVV0.3% · +3%T0.3% · +7%WMT0.3% · +2%COWZ0.3% · +5%BRK.B0.3% · +4%RTX0.3% · +2%GPC0.3% · -0%PG0.3% · +4%VXUS0.3% · +10%IBM0.3% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jan 28, 2026.

Assets Under Management
$8.45B
Discretionary
$4.99B
Employees
280
Accounts
12,411
Address
33 WEST 14TH STREET
3RD FLOOR
COLUMBUS, GA 31901
Phone
(706) 649-2327
Website
Mailing Address
P.O. BOX 2628, COLUMBUS, GA, 31902-2628
This firm reports 4 disclosure items on its registration.
Name Title / Status Ownership Type
BROOKS, WILLIAM THOMAS ControlCHIEF COMPLIANCE OFFICER
since Dec 2022
Less than 5%Individual
ELEAM, JENNA KELLEY ControlCHIEF FINANCIAL OFFICER / FINOP
since Nov 2025
Less than 5%Individual
GUNDERSON, GENE FREDERICK ControlDIRECTOR OF COMPLIANCE, TRUST & BROKERAGE
since Nov 2022
Less than 5%Individual
KIRK, LEAH JEANETTE ControlCHIEF OPERATIONS OFFICER
since Jul 2006
Less than 5%Individual
LAW, ROBERT WARD ControlPRESIDENT - CFG DIVISION
since Jan 2011
Less than 5%Individual
MCKENZIE, MICHELLE JESSUP ControlROP
since Dec 2020
Less than 5%Individual
PINNACLE FINANCIAL PARTNERS INC. ControlSYNOVUS SECURITIES, INC. PARENT
since Jan 2026
75% or moreDomestic Entity
SEXTON, GUY LEONARD ControlEVP/DIRECTOR
since Aug 1985
Less than 5%Individual
VARNER, ROBERT PARKER ControlPRESIDENT
since Nov 2022
Less than 5%Individual
Ownership & leadership changes · 10 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 28, 2026 filing
  • No longer listedHILL, JAYNE BARRY · DIRECTOR/PRESIDENT OF WEALTH SERVICES · Less than 5% · control person · listed since Oct 2023
  • No longer listedSYNOVUS FINANCIAL CORP. · SYNOVUS SECURITIES, INC PARENT · 75% or more · control person · listed since Aug 2001
  • AddedPINNACLE FINANCIAL PARTNERS INC. · SYNOVUS SECURITIES, INC. PARENT · 75% or more · control person
Nov 13, 2025 filing
  • No longer listedKATZ, MARIE · CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL · Less than 5% · listed since Nov 2023
  • AddedELEAM, JENNA KELLEY · CHIEF FINANCIAL OFFICER / FINOP · Less than 5% · control person
Mar 28, 2024 filing
  • No longer listedWILLS, LEIGH ANGELA · CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL · Less than 5% · control person · listed since Jul 2017
  • AddedKATZ, MARIE · CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL · Less than 5%
Oct 30, 2023 filing
  • No longer listedAKINS, DONALD WAYNE JR · CHAIRMAN OF THE BOARD · Less than 5% · control person · listed since Nov 2022
  • AddedHILL, JAYNE BARRY · DIRECTOR/PRESIDENT OF WEALTH SERVICES · Less than 5% · control person
Mar 31, 2023 filing
  • No longer listedWALL, JAMES THOMAS JR · BOND TRADING MANAGER/DIRECTOR · Less than 5% · control person · listed since Apr 2006
  • ChangedBROOKS, WILLIAM THOMAS · title COMPLIANCE MANAGER → CHIEF COMPLIANCE OFFICER
  • ChangedGUNDERSON, GENE FREDERICK · title CHIEF COMPLIANCE OFFICER → DIRECTOR OF COMPLIANCE, TRUST & BROKERAGE
Nov 30, 2022 filing
  • AddedBROOKS, WILLIAM THOMAS · COMPLIANCE MANAGER · Less than 5% · control person
  • ChangedKIRK, LEAH JEANETTE · title CHIEF OPERATING OFFICER → CHIEF OPERATIONS OFFICER
  • ChangedVARNER, ROBERT PARKER · title EVP & DIRECTOR → PRESIDENT
Nov 4, 2022 filing
  • No longer listedSINGLETON, JEFFERY BARTON · PRESIDENT/CEO · Less than 5% · control person · listed since Apr 2006
  • AddedAKINS, DONALD WAYNE JR · CHAIRMAN OF THE BOARD · Less than 5% · control person
Jan 25, 2022 filing
  • No longer listedBURNS, LILLIAN ENFINGER · SENIOR VICE PRESIDENT AND DIRECTOR OF COMPLIANCE FOR FMS · Less than 5% · control person · listed since Jul 1987
Mar 30, 2021 filing
  • No longer listedFOWLER, MICHAEL EDWARD · ROP · Less than 5% · control person · listed since Sep 2008
  • AddedMCKENZIE, MICHELLE JESSUP · ROP · Less than 5% · control person
Jul 3, 2017 filing
  • No longer listedWEST, CHARLES GLEN · FINANCIAL PRINCIPAL/CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 1998
  • AddedKIRK, LEAH JEANETTE · CHIEF OPERATING OFFICER · Less than 5% · control person
  • AddedWILLS, LEIGH ANGELA · CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL · Less than 5% · control person
Older changes (1 more filing)
Mar 30, 2012 filing (earliest on record)
  • ListedBURNS, LILLIAN ENFINGER · SENIOR VICE PRESIDENT AND DIRECTOR OF COMPLIANCE FOR FMS · Less than 5% · control person
  • ListedFOWLER, MICHAEL EDWARD · ROP · Less than 5% · control person
  • ListedGUNDERSON, GENE FREDERICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedLAW, ROBERT WARD · PRESIDENT - CFG DIVISION · Less than 5% · control person
  • ListedSEXTON, GUY LEONARD · EVP/DIRECTOR · Less than 5% · control person
  • ListedSINGLETON, JEFFERY BARTON · PRESIDENT/CEO · Less than 5% · control person
  • ListedSYNOVUS FINANCIAL CORP. · SYNOVUS SECURITIES, INC PARENT · 75% or more · control person
  • ListedVARNER, ROBERT PARKER · EVP & DIRECTOR · Less than 5% · control person
  • ListedWALL, JAMES THOMAS JR · BOND TRADING MANAGER/DIRECTOR · Less than 5% · control person
  • ListedWEST, CHARLES GLEN · FINANCIAL PRINCIPAL/CHIEF FINANCIAL OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 464 →

Top Trims

Show all 169 →

New Positions

Show all 66 →

Exited Positions

Show all 38 →

SYNOVUS FINANCIAL CORP Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWD 464287598 $631.4M 7.22% 3,101,362 SH
2 GLOBAL PMTS INC GPN 37940X102 $630.1M 7.21% 7,584,451 SH
3 ISHARES TR IWF 464287614 $538.4M 6.16% 1,149,510 SH
4 COCA COLA CO KO 191216100 $497.7M 5.69% 7,504,079 SH
5 SPDR S&P 500 ETF TR SPY 78462F103 $264.3M 3.02% 396,797 SH
6 SYNOVUS FINL CORP — 87161C501 $252.6M 2.89% 5,145,771 SH
7 APPLE INC AAPL 037833100 $181.9M 2.08% 714,403 SH
8 VANGUARD TAX-MANAGED FDS VEA 921943858 $179.0M 2.05% 2,987,013 SH
9 MICROSOFT CORP MSFT 594918104 $168.6M 1.93% 325,467 SH
10 NVIDIA CORPORATION NVDA 67066G104 $158.2M 1.81% 848,079 SH
11 ISHARES TR QUAL 46432F339 $144.0M 1.65% 740,472 SH
12 SOUTHERN CO SO 842587107 $137.0M 1.57% 1,445,225 SH
13 ISHARES TR IWM 464287655 $136.1M 1.56% 562,363 SH
14 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $124.9M 1.43% 658,204 SH
15 AFLAC INC AFL 001055102 $121.6M 1.39% 1,088,957 SH
16 ISHARES TR IWR 464287499 $106.8M 1.22% 1,106,589 SH
17 JPMORGAN CHASE & CO. JPM 46625H100 $78.7M 0.90% 249,596 SH
18 ALPHABET INC GOOGL 02079K305 $73.9M 0.85% 303,864 SH
19 ELI LILLY & CO LLY 532457108 $73.1M 0.84% 95,776 SH
20 AMAZON COM INC AMZN 023135106 $69.6M 0.80% 316,903 SH
21 BROADCOM INC AVGO 11135F101 $67.5M 0.77% 204,461 SH
22 BLACKROCK ETF TRUST II BINC 092528603 $63.9M 0.73% 1,201,021 SH
23 ISHARES TR GVI 464288612 $62.0M 0.71% 576,665 SH
24 ISHARES TR IJR 464287804 $60.9M 0.70% 512,792 SH
25 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $55.2M 0.63% 1,221,101 SH
26 HOME DEPOT INC HD 437076102 $54.2M 0.62% 133,691 SH
27 ORACLE CORP ORCL 68389X105 $46.9M 0.54% 166,843 SH
28 VANGUARD INDEX FDS VTI 922908769 $46.6M 0.53% 142,127 SH
29 ISHARES TR EFA 464287465 $46.3M 0.53% 495,398 SH
30 SPDR GOLD TR GLD 78463V107 $40.7M 0.47% 114,575 SH
31 JOHNSON & JOHNSON JNJ 478160104 $40.0M 0.46% 215,606 SH
32 META PLATFORMS INC META 30303M102 $39.1M 0.45% 53,251 SH
33 EXXON MOBIL CORP XOM 30231G102 $36.5M 0.42% 323,851 SH
34 VANGUARD INDEX FDS VOO 922908363 $36.0M 0.41% 58,789 SH
35 SPDR S&P 500 ETF TR SPY 78462F103 $35.5M 0.41% 53,185 SH
36 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $32.8M 0.38% 574,537 SH
37 ALPHABET INC GOOG 02079K107 $32.4M 0.37% 133,108 SH
38 APPLE INC AAPL 037833100 $31.9M 0.36% 125,117 SH
39 COSTCO WHSL CORP NEW COST 22160K105 $31.2M 0.36% 33,713 SH
40 HARBOR ETF TRUST HGER 41151J505 $31.1M 0.36% 1,203,559 SH
41 ISHARES TR SHY 464287457 $30.3M 0.35% 365,246 SH
42 ISHARES TR IWF 464287614 $30.3M 0.35% 64,562 SH
43 AMERICAN CENTY ETF TR QGRO 025072307 $29.3M 0.33% 255,515 SH
44 SPDR GOLD TR GLD 78463V107 $29.1M 0.33% 81,983 SH
45 MCDONALDS CORP MCD 580135101 $29.0M 0.33% 95,517 SH
46 VANGUARD WORLD FD VFH 92204A405 $28.4M 0.33% 216,504 SH
47 ISHARES TR IWD 464287598 $28.2M 0.32% 138,651 SH
48 CHEVRON CORP NEW CVX 166764100 $28.0M 0.32% 180,134 SH
49 LOCKHEED MARTIN CORP LMT 539830109 $27.7M 0.32% 55,531 SH
50 ABBVIE INC ABBV 00287Y109 $27.0M 0.31% 116,647 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-07 $8.74B 1,549 0001172661-25-004639
2025-06-30 2025-08-14 $8.17B 1,511 0001172661-25-003369