Forum Financial Management’s TD Synnex SNX Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,828	Closed	-$425K	–	890
2025 Q4	$425K	Hold	2,828	–	–	0.01%	559
2025 Q3	$463K	Buy	2,828 +5	+0.2%	+$737	0.01%	498
2025 Q2	$383K	Buy	2,823 +300	+12%	+$35.2K	0.01%	527
2025 Q1	$262K	Buy	2,523 +9	+0.4%	+$1.2K	﹤0.01%	666
2024 Q4	$295K	Buy	2,514 +229	+10%	+$27.4K	﹤0.01%	628
2024 Q3	$274K	Buy	2,285 +1	+0%	+$116	﹤0.01%	562
2024 Q2	$264K	Buy	2,284 +4	+0.2%	+$489	﹤0.01%	534
2024 Q1	$258K	Hold	2,280	–	–	﹤0.01%	574
2023 Q4	$245K	Hold	2,280	–	–	﹤0.01%	549
2023 Q3	$228K	Hold	2,280	–	–	0.01%	536
2023 Q2	$214K	Buy	2,280 +6	+0.3%	+$550	﹤0.01%	586
2023 Q1	$220K	Hold	2,274	–	–	0.01%	517
2022 Q4	$215K	Buy	+2,274	New	+$213K	0.01%	526
2022 Q3	–	Sell	-2,615	Closed	-$238K	–	595
2022 Q2	$238K	Buy	+2,615	New	+$260K	0.01%	450

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

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

Forum Financial Management's SNX Position: Q1 2026 in Review

Forum Financial Management sold out of TD Synnex (SNX) in Q1 2026, closing a stake of 2,828 shares — an estimated $425K sold.

Forum Financial Management first reported a position in SNX in Q2 2022 and held it in 14 quarters. The position peaked at $463K in Q3 2025. 605 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

Forum Financial Management reported no remaining TD Synnex position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,828 TD Synnex shares in Q1 2026, an estimated $425K.
Forum Financial Management first reported a position in TD Synnex in Q2 2022 and held it in 14 quarters.
Forum Financial Management's TD Synnex position peaked at $463K in Q3 2025.
605 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.