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EP Wealth Advisors’s TD Synnex SNX Stock Holding History

EP Wealth Advisors’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 		$2.69M Buy
10,048
+5,140
+105% +$1.24M 0.01% 508
2026
Q1 		$828K Sell
4,908
-151
-3% -$23.8K ﹤0.01% 709
2025
Q4 		$760K Buy
+5,059
New +$776K ﹤0.01% 705
2025
Q2 		$1.04M Buy
+7,633
New +$896K 0.01% 559

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

EP Wealth Advisors's SNX Position: Q2 2026 in Review

EP Wealth Advisors increased its TD Synnex (SNX) stake by 105% in Q2 2026, buying an estimated $1.24M and bringing the position to 10,048 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #508.

EP Wealth Advisors first reported a position in SNX in Q2 2025 and has held it in 4 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • EP Wealth Advisors held 10,048 shares of TD Synnex worth $2.69M as of Q2 2026.
  • EP Wealth Advisors bought 5,140 TD Synnex shares in Q2 2026, an estimated $1.24M.
  • TD Synnex made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #508 holding.
  • EP Wealth Advisors first reported a position in TD Synnex in Q2 2025 and has held it in 4 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.