SYNOVUS FINANCIAL CORP

PrivateCIK: 18349

Location

COLUMBUS, GA

937

Positions

$8.74B

Total AUM (reported)

81.84M

Total Shares

Allocation by class

COM$4.03B46.1%

RUS 1000 VAL ETF$659.65M7.5%

RUS 1000 GRW ETF$568.71M6.5%

COM NEW$342.09M3.9%

TR UNIT$299.82M3.4%

VAN FTSE DEV MKT$180.28M2.1%

MSCI USA QLT FCT$144.50M1.7%

Portfolio Concentration

Top 3$1.86B21.3%

4–10$1.82B20.9%

11–25$1.49B17.1%

Rest$3.56B40.8%

Top 3 weight

21.3%

Top 10 weight

42.2%

Voting Authority Distribution

Total shares with voting rights: 81.84M

Sole

Full voting authority

59.73M

% of voting shares73.0%

Shared

Joint voting authority

1.57M

% of voting shares1.9%

None

No voting authority

20.54M

% of voting shares25.1%

Investment Discretion (by position count)

Sole0

Shared0

Other937

Dominant voting typeSole · 73.0% of voting shares

Institutional Holdings937

Rows:

ISHARES TR

DFND

RUS 1000 VAL ETF

Shares3.24M

TypeSH

Market value$659.65M

7.55%

Sole

3.05M

Shared

51.67K

None

139.46K

GLOBAL PMTS INC

DFND

COM

Shares7.65M

TypeSH

Market value$635.88M

7.27%

Sole

7.16M

Shared

17.29K

None

474.42K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares1.21M

TypeSH

Market value$568.71M

6.51%

Sole

1.13M

Shared

16.66K

None

64.95K

COCA COLA CO

DFND

COM

Shares7.56M

TypeSH

Market value$501.64M

5.74%

Sole

7.10M

Shared

115.15K

None

350.19K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares449.98K

TypeSH

Market value$299.82M

3.43%

Sole

386K

Shared

10.80K

None

53.19K

SYNOVUS FINL CORP

DFND

COM NEW

Shares5.31M

TypeSH

Market value$260.56M

2.98%

Sole

4.67M

Shared

6.66K

None

629.87K

APPLE INC

DFND

COM

Shares839.52K

TypeSH

Market value$213.78M

2.45%

Sole

633.28K

Shared

39.48K

None

166.76K

MICROSOFT CORP

DFND

COM

Shares369.23K

TypeSH

Market value$191.26M

2.19%

Sole

302.04K

Shared

14.36K

None

52.84K

VANGUARD TAX-MANAGED FDS

DFND

VAN FTSE DEV MKT

Shares3.01M

TypeSH

Market value$180.28M

2.06%

Sole

2.93M

Shared

59.03K

None

21.93K

NVIDIA CORPORATION

DFND

COM

Shares944.68K

TypeSH

Market value$176.26M

2.02%

Sole

825.24K

Shared

21.44K

None

98K

SOUTHERN CO

DFND

COM

Shares1.69M

TypeSH

Market value$160.04M

1.83%

Sole

224.92K

Shared

17.76K

None

1.45M

ISHARES TR

DFND

MSCI USA QLT FCT

Shares742.90K

TypeSH

Market value$144.50M

1.65%

Sole

728.18K

Shared

12.26K

None

2.47K

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares584.34K

TypeSH

Market value$141.40M

1.62%

Sole

545.26K

Shared

16.08K

None

23K

INVESCO EXCHANGE TRADED FD T

DFND

S&P500 EQL WGT

Shares680.64K

TypeSH

Market value$129.12M

1.48%

Sole

645.40K

Shared

12.80K

None

22.43K

AFLAC INC

DFND

COM

Shares1.10M

TypeSH

Market value$123.37M

1.41%

Sole

1.03M

Shared

51.61K

None

20.27K

ISHARES TR

DFND

RUS MID CAP ETF

Shares1.12M

TypeSH

Market value$108.34M

1.24%

Sole

1.09M

Shared

12.78K

None

19.59K

JPMORGAN CHASE & CO.

DFND

COM

Shares306.47K

TypeSH

Market value$96.69M

1.11%

Sole

229.73K

Shared

15.34K

None

61.41K

ALPHABET INC

DFND

CAP STK CL A

Shares365.51K

TypeSH

Market value$88.87M

1.02%

Sole

293.15K

Shared

8.74K

None

63.63K

AMAZON COM INC

DFND

COM

Shares374.75K

TypeSH

Market value$82.28M

0.94%

Sole

305.81K

Shared

8.39K

None

60.55K

ELI LILLY & CO

DFND

COM

Shares100.67K

TypeSH

Market value$76.82M

0.88%

Sole

93.54K

Shared

2.15K

None

4.98K

BROADCOM INC

DFND

COM

Shares222.32K

TypeSH

Market value$73.35M

0.84%

Sole

185.27K

Shared

6.79K

None

30.27K

SPDR GOLD TR

DFND

GOLD SHS

Shares196.56K

TypeSH

Market value$69.87M

0.80%

Sole

110.96K

Shared

3.62K

None

81.98K

HOME DEPOT INC

DFND

COM

Shares168.20K

TypeSH

Market value$68.17M

0.78%

Sole

125.92K

Shared

4.64K

None

37.63K

BLACKROCK ETF TRUST II

DFND

ISHARES FLEXIBLE

Shares1.20M

TypeSH

Market value$64.09M

0.73%

Sole

1.18M

Shared

18.67K

None

2.72K

ISHARES TR

DFND

CORE S&P SCP ETF

Shares538.54K

TypeSH

Market value$64.00M

0.73%

Sole

500.43K

Shared

12.36K

None

25.75K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRDFND	RUS 1000 VAL ETF	3.24M	SH	$659.65M 7.55%	3.05M	51.67K	139.46K
GLOBAL PMTS INCDFND	COM	7.65M	SH	$635.88M 7.27%	7.16M	17.29K	474.42K
ISHARES TRDFND	RUS 1000 GRW ETF	1.21M	SH	$568.71M 6.51%	1.13M	16.66K	64.95K
COCA COLA CODFND	COM	7.56M	SH	$501.64M 5.74%	7.10M	115.15K	350.19K
SPDR S&P 500 ETF TRDFND	TR UNIT	449.98K	SH	$299.82M 3.43%	386K	10.80K	53.19K
SYNOVUS FINL CORPDFND	COM NEW	5.31M	SH	$260.56M 2.98%	4.67M	6.66K	629.87K
APPLE INCDFND	COM	839.52K	SH	$213.78M 2.45%	633.28K	39.48K	166.76K
MICROSOFT CORPDFND	COM	369.23K	SH	$191.26M 2.19%	302.04K	14.36K	52.84K
VANGUARD TAX-MANAGED FDSDFND	VAN FTSE DEV MKT	3.01M	SH	$180.28M 2.06%	2.93M	59.03K	21.93K
NVIDIA CORPORATIONDFND	COM	944.68K	SH	$176.26M 2.02%	825.24K	21.44K	98K
SOUTHERN CODFND	COM	1.69M	SH	$160.04M 1.83%	224.92K	17.76K	1.45M
ISHARES TRDFND	MSCI USA QLT FCT	742.90K	SH	$144.50M 1.65%	728.18K	12.26K	2.47K
ISHARES TRDFND	RUSSELL 2000 ETF	584.34K	SH	$141.40M 1.62%	545.26K	16.08K	23K
INVESCO EXCHANGE TRADED FD TDFND	S&P500 EQL WGT	680.64K	SH	$129.12M 1.48%	645.40K	12.80K	22.43K
AFLAC INCDFND	COM	1.10M	SH	$123.37M 1.41%	1.03M	51.61K	20.27K
ISHARES TRDFND	RUS MID CAP ETF	1.12M	SH	$108.34M 1.24%	1.09M	12.78K	19.59K
JPMORGAN CHASE & CO.DFND	COM	306.47K	SH	$96.69M 1.11%	229.73K	15.34K	61.41K
ALPHABET INCDFND	CAP STK CL A	365.51K	SH	$88.87M 1.02%	293.15K	8.74K	63.63K
AMAZON COM INCDFND	COM	374.75K	SH	$82.28M 0.94%	305.81K	8.39K	60.55K
ELI LILLY & CODFND	COM	100.67K	SH	$76.82M 0.88%	93.54K	2.15K	4.98K
BROADCOM INCDFND	COM	222.32K	SH	$73.35M 0.84%	185.27K	6.79K	30.27K
SPDR GOLD TRDFND	GOLD SHS	196.56K	SH	$69.87M 0.80%	110.96K	3.62K	81.98K
HOME DEPOT INCDFND	COM	168.20K	SH	$68.17M 0.78%	125.92K	4.64K	37.63K
BLACKROCK ETF TRUST IIDFND	ISHARES FLEXIBLE	1.20M	SH	$64.09M 0.73%	1.18M	18.67K	2.72K
ISHARES TRDFND	CORE S&P SCP ETF	538.54K	SH	$64.00M 0.73%	500.43K	12.36K	25.75K

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