Baron Wealth Management
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Baron Wealth Management’s TD Synnex SNX Stock Holding History

Baron Wealth Management’s Portfolio SNX Stock Details SNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265K Sell
1,030
-47
-4% -$12K 0.07% 226
2026
Q2 		$288K Buy
+1,077
New +$259K 0.07% 207

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Baron Wealth Management's SNX Position: Q3 2026 in Review

Baron Wealth Management reduced its TD Synnex (SNX) stake by 4.4% in Q3 2026, selling an estimated $12K and leaving 1,030 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #226.

Baron Wealth Management first reported a position in SNX in Q2 2026 and has held it in 2 quarters since. The position peaked at $288K in Q2 2026. 528 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Baron Wealth Management held 1,030 shares of TD Synnex worth $265K as of Q3 2026.
  • Baron Wealth Management sold 47 TD Synnex shares in Q3 2026, an estimated $12K.
  • TD Synnex made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #226 holding.
  • Baron Wealth Management first reported a position in TD Synnex in Q2 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's TD Synnex position peaked at $288K in Q2 2026.
  • 528 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.