CAPTRUST Financial Advisors’s TD Synnex SNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.16M Buy
18,719
+8,106
+76% +$1.28M 0.01% 976
2025
Q4
$1.59M Buy
10,613
+1,878
+21% +$288K ﹤0.01% 1207
2025
Q3
$1.43M Sell
8,735
-96
-1% -$14.2K ﹤0.01% 1224
2025
Q2
$1.2M Buy
8,831
+625
+8% +$73.4K ﹤0.01% 1247
2025
Q1
$853K Sell
8,206
-1,809
-18% -$242K ﹤0.01% 1367
2024
Q4
$1.17M Sell
10,015
-303
-3% -$36.3K ﹤0.01% 1154
2024
Q3
$1.24M Sell
10,318
-747
-7% -$86.4K ﹤0.01% 1066
2024
Q2
$1.28M Buy
11,065
+1,618
+17% +$198K ﹤0.01% 1018
2024
Q1
$1.07M Buy
9,447
+2,049
+28% +$213K ﹤0.01% 1088
2023
Q4
$796K Buy
7,398
+1,793
+32% +$176K ﹤0.01% 1412
2023
Q3
$560K Sell
5,605
-9,395
-63% -$930K ﹤0.01% 1579
2023
Q2
$1.41M Buy
15,000
+10,922
+268% +$1M 0.01% 995
2023
Q1
$395K Sell
4,078
-7
-0.2% -$695 ﹤0.01% 1536
2022
Q4
$387K Sell
4,085
-9
-0.2% -$843 ﹤0.01% 1472
2022
Q3
$332K Buy
4,094
+692
+20% +$66.1K ﹤0.01% 1474
2022
Q2
$310K Buy
3,402
+200
+6% +$19.9K ﹤0.01% 1407
2022
Q1
$330K Buy
3,202
+133
+4% +$14.1K ﹤0.01% 1385
2021
Q4
$351K Sell
3,069
-288
-9% -$31.3K ﹤0.01% 1305
2021
Q3
$349K Buy
3,357
+1,539
+85% +$184K ﹤0.01% 1216
2021
Q2
$221K Buy
1,818
+86
+5% +$10.6K ﹤0.01% 1442
2021
Q1
$199K Buy
1,732
+1,063
+159% +$99.3K ﹤0.01% 1482
2020
Q4
$54K Sell
669
-197
-23% -$15.1K ﹤0.01% 1795
2020
Q3
$62K Buy
866
+376
+77% +$23.7K ﹤0.01% 1555
2020
Q2
$29K Buy
+490
New +$22.9K ﹤0.01% 1811
2019
Q4
Sell
-312
Closed -$18K 1677
2019
Q3
$18K Sell
312
-92
-23% -$4.29K ﹤0.01% 1344
2019
Q2
$20K Hold
404
﹤0.01% 1278
2019
Q1
$19K Sell
404
-246
-38% -$11.6K ﹤0.01% 1181
2018
Q4
$26K Hold
650
﹤0.01% 943
2018
Q3
$28K Hold
650
﹤0.01% 908
2018
Q2
$31K Buy
+650
New +$34.7K ﹤0.01% 823

Other funds holding SNX

CAPTRUST Financial Advisors's SNX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its TD Synnex (SNX) stake by 76% in Q1 2026, buying an estimated $1.28M and bringing the position to 18,719 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #976.

CAPTRUST Financial Advisors first reported a position in SNX in Q2 2018 and has held it in 30 quarters since. 603 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

  • CAPTRUST Financial Advisors held 18,719 shares of TD Synnex worth $3.16M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 8,106 TD Synnex shares in Q1 2026, an estimated $1.28M.
  • TD Synnex made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #976 holding.
  • CAPTRUST Financial Advisors first reported a position in TD Synnex in Q2 2018 and has held it in 30 quarters since.
  • 603 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.