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HB Wealth Management’s TD Synnex SNX Stock Holding History

HB Wealth 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
Q2 		$1.47M Buy
5,505
+65
+1% +$15.7K 0.01% 576
2026
Q1 		$918K Buy
5,440
+2,438
+81% +$384K 0.01% 697
2025
Q4 		$451K Buy
3,002
+600
+25% +$92K ﹤0.01% 947
2025
Q3 		$393K Buy
2,402
+103
+4% +$15.2K ﹤0.01% 956
2025
Q2 		$312K Sell
2,299
-501
-18% -$58.8K ﹤0.01% 926
2025
Q1 		$291K Buy
2,800
+418
+18% +$55.9K ﹤0.01% 981
2024
Q4 		$279K Buy
+2,382
New +$285K ﹤0.01% 839

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

HB Wealth Management's SNX Position: Q2 2026 in Review

HB Wealth Management increased its TD Synnex (SNX) stake by 1.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,505 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #576.

HB Wealth Management first reported a position in SNX in Q4 2024 and has held it in 7 quarters since. 733 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • HB Wealth Management held 5,505 shares of TD Synnex worth $1.47M as of Q2 2026.
  • HB Wealth Management bought 65 TD Synnex shares in Q2 2026, an estimated $15.7K.
  • TD Synnex made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #576 holding.
  • HB Wealth Management first reported a position in TD Synnex in Q4 2024 and has held it in 7 quarters since.
  • 733 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.