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EverSource Wealth Advisors’s TD Synnex SNX Stock Holding History

EverSource 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 		$574K Buy
2,145
+689
+47% +$166K 0.02% 517
2026
Q1 		$246K Buy
1,456
+535
+58% +$84.3K 0.01% 937
2025
Q4 		$138K Buy
921
+141
+18% +$21.6K 0.01% 1149
2025
Q3 		$128K Sell
780
-72
-8% -$10.6K 0.01% 1146
2025
Q2 		$116K Buy
852
+126
+17% +$14.8K 0.01% 1126
2025
Q1 		$75.5K Buy
726
+165
+29% +$22.1K ﹤0.01% 1027
2024
Q4 		$65.8K Buy
561
+46
+9% +$5.51K ﹤0.01% 1062
2024
Q3 		$61.9K Buy
515
+35
+7% +$4.05K ﹤0.01% 979
2024
Q2 		$57.2K Sell
480
-8
-2% -$978 ﹤0.01% 1029
2024
Q1 		$57.5K Sell
488
-72
-13% -$7.48K ﹤0.01% 915
2023
Q4 		$60.3K Sell
560
-67
-11% -$6.58K 0.01% 826
2023
Q3 		$62.6K Buy
627
+43
+7% +$4.25K 0.01% 737
2023
Q2 		$54.9K Buy
584
+148
+34% +$13.6K 0.01% 801
2023
Q1 		$42.2K Buy
436
+217
+99% +$21.6K 0.01% 848
2022
Q4 		$20.7K Sell
219
-167
-43% -$15.6K ﹤0.01% 1058
2022
Q3 		$31K Buy
+386
New +$36.9K 0.01% 757

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

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

EverSource Wealth Advisors increased its TD Synnex (SNX) stake by 47% in Q2 2026, buying an estimated $166K and bringing the position to 2,145 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #517.

EverSource Wealth Advisors first reported a position in SNX in Q3 2022 and has held it in 16 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • EverSource Wealth Advisors held 2,145 shares of TD Synnex worth $574K as of Q2 2026.
  • EverSource Wealth Advisors bought 689 TD Synnex shares in Q2 2026, an estimated $166K.
  • TD Synnex made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • EverSource Wealth Advisors first reported a position in TD Synnex in Q3 2022 and has held it in 16 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.