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Cornerstone Wealth Management’s TD Synnex SNX Stock Holding History

Cornerstone 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 		$743K Sell
2,893
-74
-2% -$18.9K 0.03% 397
2026
Q2 		$793K Buy
2,967
+865
+41% +$208K 0.03% 384
2026
Q1 		$355K Buy
2,102
+64
+3% +$10.1K 0.02% 533
2025
Q4 		$306K Buy
2,038
+143
+8% +$21.9K 0.02% 540
2025
Q3 		$310K Buy
1,895
+69
+4% +$10.2K 0.02% 515
2025
Q2 		$248K Buy
+1,826
New +$214K 0.02% 563

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its TD Synnex (SNX) stake by 2.5% in Q3 2026, selling an estimated $18.9K and leaving 2,893 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #397.

Cornerstone Wealth Management first reported a position in SNX in Q2 2025 and has held it in 6 quarters since. The position peaked at $793K in Q2 2026. 440 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Cornerstone Wealth Management held 2,893 shares of TD Synnex worth $743K as of Q3 2026.
  • Cornerstone Wealth Management sold 74 TD Synnex shares in Q3 2026, an estimated $18.9K.
  • TD Synnex made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #397 holding.
  • Cornerstone Wealth Management first reported a position in TD Synnex in Q2 2025 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's TD Synnex position peaked at $793K in Q2 2026.
  • 440 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.