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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Creative Planning's SNX Position: Q2 2026 in Review

Creative Planning increased its TD Synnex (SNX) stake by 3.4% in Q2 2026, buying an estimated $350K and bringing the position to 43,583 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #776.

Creative Planning first reported a position in SNX in Q2 2014 and has held it in 31 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

Creative Planning held 43,583 shares of TD Synnex worth $11.7M as of Q2 2026.
Creative Planning bought 1,451 TD Synnex shares in Q2 2026, an estimated $350K.
TD Synnex made up 0.01% of Creative Planning's portfolio in Q2 2026, its #776 holding.
Creative Planning first reported a position in TD Synnex in Q2 2014 and has held it in 31 quarters since.
739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.