Creative Planning’s TD Synnex SNX Stock Holding History

Creative Planning’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
2020 Q4	–	Sell	-600	Closed	-$2K	–	2449
2020 Q3	$2K	Buy	+600	New	+$37.7K	﹤0.01%	2103

Other funds holding SNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Creative Planning's SNX Position: Q1 2026 in Review

Creative Planning increased its TD Synnex (SNX) stake by 85% in Q1 2026, buying an estimated $3.06M and bringing the position to 42,132 shares worth $7.11M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Creative Planning first reported a position in SNX in Q2 2014 and has held it in 30 quarters since. 603 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

Creative Planning held 42,132 shares of TD Synnex worth $7.11M as of Q1 2026.
Creative Planning bought 19,410 TD Synnex shares in Q1 2026, an estimated $3.06M.
TD Synnex made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #933 holding.
Creative Planning first reported a position in TD Synnex in Q2 2014 and has held it in 30 quarters since.
603 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.