Cornerstone Planning Group
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Cornerstone Planning Group’s TD Synnex SNX Stock Holding History

Cornerstone Planning Group’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 		– Sell
-12
Closed -$3.04K – 1453
2026
Q2 		$3.04K Sell
12
-1
-8% -$241 ﹤0.01% 1214
2026
Q1 		$2.82K Buy
+13
New +$2.05K ﹤0.01% 1225
2025
Q2 		– Sell
-9
Closed -$967 – 1675
2025
Q1 		$967 Buy
+9
New +$1.2K ﹤0.01% 1139

Other funds holding SNX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Cornerstone Planning Group's SNX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of TD Synnex (SNX) in Q3 2026, closing a stake of 12 shares — an estimated $3.04K sold.

Cornerstone Planning Group first reported a position in SNX in Q1 2025 and held it in 3 quarters. The position peaked at $3.04K in Q2 2026. 148 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TD Synnex position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 TD Synnex shares in Q3 2026, an estimated $3.04K.
  • Cornerstone Planning Group first reported a position in TD Synnex in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's TD Synnex position peaked at $3.04K in Q2 2026.
  • 148 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.