Filed: 8/14/2025ACC: 0001172661-25-003369
📋 What this filing means
SYNOVUS FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 909 equity positions with a total reported market value of $8.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
909
Positions
$8.17B
Total AUM (reported)
80.80M
Total Shares
Allocation by class
COM$3.85B47.1%
RUS 1000 VAL ETF$628.57M7.7%
RUS 1000 GRW ETF$515.69M6.3%
COM NEW$346.29M4.2%
TR UNIT$270.28M3.3%
VAN FTSE DEV MKT$170.37M2.1%
MSCI USA QLT FCT$135.42M1.7%
Portfolio Concentration
Top 3$1.79B21.9%
4–10$1.74B21.3%
11–25$1.36B16.6%
Rest$3.29B40.2%
Top 3 weight
21.9%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 80.80M
Sole
Full voting authority
59.58M
shares
% of voting shares73.7%
Shared
Joint voting authority
1.41M
shares
% of voting shares1.7%
None
No voting authority
19.81M
shares
% of voting shares24.5%
Investment Discretion (by position count)
Sole0
Shared0
Other909
Dominant voting typeSole · 73.7% of voting shares
Institutional Holdings909
Rows:
ISHARES TR
DFNDShares3.24M
TypeSH
Market value$628.57M
7.69%
Sole
3.06M
Shared
34.69K
None
146.07K
GLOBAL PMTS INC
DFNDShares7.72M
TypeSH
Market value$617.53M
7.56%
Sole
7.21M
Shared
17.37K
None
492.06K
COCA COLA CO
DFNDShares7.64M
TypeSH
Market value$540.57M
6.62%
Sole
7.16M
Shared
112.64K
None
365.70K
ISHARES TR
DFNDShares1.21M
TypeSH
Market value$515.69M
6.31%
Sole
1.14M
Shared
12.67K
None
64.82K
SYNOVUS FINL CORP
DFNDShares5.31M
TypeSH
Market value$275.02M
3.37%
Sole
4.68M
Shared
7.12K
None
623.49K
SPDR S&P 500 ETF TR
DFNDShares437.39K
TypeSH
Market value$270.28M
3.31%
Sole
374.73K
Shared
9.56K
None
53.10K
MICROSOFT CORP
DFNDShares354.20K
TypeSH
Market value$176.20M
2.16%
Sole
288.23K
Shared
12.97K
None
53K
APPLE INC
DFNDShares847.04K
TypeSH
Market value$173.80M
2.13%
Sole
635.70K
Shared
37.64K
None
173.70K
VANGUARD TAX-MANAGED FDS
DFNDShares2.99M
TypeSH
Market value$170.37M
2.08%
Sole
2.91M
Shared
59.12K
None
23.49K
SOUTHERN CO
DFNDShares1.69M
TypeSH
Market value$155.31M
1.90%
Sole
222.58K
Shared
17.16K
None
1.45M
NVIDIA CORPORATION
DFNDShares958K
TypeSH
Market value$151.36M
1.85%
Sole
834.51K
Shared
19.01K
None
104.49K
ISHARES TR
DFNDShares740.73K
TypeSH
Market value$135.42M
1.66%
Sole
729.28K
Shared
9.05K
None
2.40K
ISHARES TR
DFNDShares578.27K
TypeSH
Market value$124.80M
1.53%
Sole
540.58K
Shared
13.21K
None
24.48K
AFLAC INC
DFNDShares1.10M
TypeSH
Market value$116.27M
1.42%
Sole
1.03M
Shared
51.61K
None
20.10K
INVESCO EXCHANGE TRADED FD T
DFNDShares623.82K
TypeSH
Market value$113.37M
1.39%
Sole
591.04K
Shared
8.17K
None
24.60K
ISHARES TR
DFNDShares1.10M
TypeSH
Market value$101.63M
1.24%
Sole
1.07M
Shared
12.85K
None
19.34K
JPMORGAN CHASE & CO.
DFNDShares294.68K
TypeSH
Market value$85.45M
1.05%
Sole
218.44K
Shared
14.73K
None
61.51K
AMAZON COM INC
DFNDShares372.58K
TypeSH
Market value$81.74M
1.00%
Sole
303.82K
Shared
6.80K
None
61.96K
ELI LILLY & CO
DFNDShares102.06K
TypeSH
Market value$79.57M
0.97%
Sole
94.79K
Shared
2.04K
None
5.23K
ALPHABET INC
DFNDShares362.61K
TypeSH
Market value$63.91M
0.78%
Sole
291.01K
Shared
7.35K
None
64.24K
ISHARES TR
DFNDShares578.66K
TypeSH
Market value$63.24M
0.77%
Sole
543.88K
Shared
9.47K
None
25.32K
BROADCOM INC
DFNDShares225.36K
TypeSH
Market value$62.12M
0.76%
Sole
188.88K
Shared
5.85K
None
30.62K
BLACKROCK ETF TRUST II
DFNDShares1.14M
TypeSH
Market value$60.31M
0.74%
Sole
1.12M
Shared
17.79K
None
501.00
SPDR GOLD TR
DFNDShares196.97K
TypeSH
Market value$60.05M
0.73%
Sole
110.80K
Shared
3.62K
None
82.56K
ISHARES TR
DFNDShares561.87K
TypeSH
Market value$60.00M
0.73%
Sole
558.48K
Shared
3.38K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | RUS 1000 VAL ETF | 3.24M | SH | $628.57M 7.69% | 3.06M | 34.69K | 146.07K |
GLOBAL PMTS INCDFND | COM | 7.72M | SH | $617.53M 7.56% | 7.21M | 17.37K | 492.06K |
COCA COLA CODFND | COM | 7.64M | SH | $540.57M 6.62% | 7.16M | 112.64K | 365.70K |
ISHARES TRDFND | RUS 1000 GRW ETF | 1.21M | SH | $515.69M 6.31% | 1.14M | 12.67K | 64.82K |
SYNOVUS FINL CORPDFND | COM NEW | 5.31M | SH | $275.02M 3.37% | 4.68M | 7.12K | 623.49K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 437.39K | SH | $270.28M 3.31% | 374.73K | 9.56K | 53.10K |
MICROSOFT CORPDFND | COM | 354.20K | SH | $176.20M 2.16% | 288.23K | 12.97K | 53K |
APPLE INCDFND | COM | 847.04K | SH | $173.80M 2.13% | 635.70K | 37.64K | 173.70K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 2.99M | SH | $170.37M 2.08% | 2.91M | 59.12K | 23.49K |
SOUTHERN CODFND | COM | 1.69M | SH | $155.31M 1.90% | 222.58K | 17.16K | 1.45M |
NVIDIA CORPORATIONDFND | COM | 958K | SH | $151.36M 1.85% | 834.51K | 19.01K | 104.49K |
ISHARES TRDFND | MSCI USA QLT FCT | 740.73K | SH | $135.42M 1.66% | 729.28K | 9.05K | 2.40K |
ISHARES TRDFND | RUSSELL 2000 ETF | 578.27K | SH | $124.80M 1.53% | 540.58K | 13.21K | 24.48K |
AFLAC INCDFND | COM | 1.10M | SH | $116.27M 1.42% | 1.03M | 51.61K | 20.10K |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 623.82K | SH | $113.37M 1.39% | 591.04K | 8.17K | 24.60K |
ISHARES TRDFND | RUS MID CAP ETF | 1.10M | SH | $101.63M 1.24% | 1.07M | 12.85K | 19.34K |
JPMORGAN CHASE & CO.DFND | COM | 294.68K | SH | $85.45M 1.05% | 218.44K | 14.73K | 61.51K |
AMAZON COM INCDFND | COM | 372.58K | SH | $81.74M 1.00% | 303.82K | 6.80K | 61.96K |
ELI LILLY & CODFND | COM | 102.06K | SH | $79.57M 0.97% | 94.79K | 2.04K | 5.23K |
ALPHABET INCDFND | CAP STK CL A | 362.61K | SH | $63.91M 0.78% | 291.01K | 7.35K | 64.24K |
ISHARES TRDFND | CORE S&P SCP ETF | 578.66K | SH | $63.24M 0.77% | 543.88K | 9.47K | 25.32K |
BROADCOM INCDFND | COM | 225.36K | SH | $62.12M 0.76% | 188.88K | 5.85K | 30.62K |
BLACKROCK ETF TRUST IIDFND | ISHARES FLEXIBLE | 1.14M | SH | $60.31M 0.74% | 1.12M | 17.79K | 501.00 |
SPDR GOLD TRDFND | GOLD SHS | 196.97K | SH | $60.05M 0.73% | 110.80K | 3.62K | 82.56K |
ISHARES TRDFND | INTRM GOV CR ETF | 561.87K | SH | $60.00M 0.73% | 558.48K | 3.38K | 0.00 |
Page 1 of 37
…