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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cornerstone Planning Group's SNX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its TD Synnex (SNX) stake by 7.7% in Q2 2026, selling an estimated $241 and leaving 12 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Cornerstone Planning Group first reported a position in SNX in Q1 2025 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Cornerstone Planning Group held 12 shares of TD Synnex worth $3.04K as of Q2 2026.
  • Cornerstone Planning Group sold 1 TD Synnex share in Q2 2026, an estimated $241.
  • TD Synnex made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1214 holding.
  • Cornerstone Planning Group first reported a position in TD Synnex in Q1 2025 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.