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Brass Tax Wealth Management’s TD Synnex SNX Stock Holding History

Brass Tax 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
2025
Q3 		$276K Hold
1,687
– – 0.05% 196
2025
Q2 		$229K Buy
+1,687
New +$198K 0.04% 206
2024
Q4 		– Sell
-1,687
Closed -$203K – 213
2024
Q3 		$203K Buy
+1,687
New +$195K 0.04% 193

Other funds holding SNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brass Tax Wealth Management's SNX Position: Q3 2025 in Review

Brass Tax Wealth Management held its TD Synnex (SNX) position steady in Q3 2025 at 1,687 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #196.

Brass Tax Wealth Management first reported a position in SNX in Q3 2024 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold SNX as of Q3 2025.

  • Brass Tax Wealth Management held 1,687 shares of TD Synnex worth $276K as of Q3 2025.
  • Brass Tax Wealth Management left its TD Synnex share count unchanged in Q3 2025.
  • TD Synnex made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #196 holding.
  • Brass Tax Wealth Management first reported a position in TD Synnex in Q3 2024 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held TD Synnex as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.