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Institute for Wealth Management’s TD Synnex SNX Stock Holding History

Institute for 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 		$417K Hold
1,559
– – 0.04% 363
2026
Q1 		$263K Buy
+1,559
New +$246K 0.03% 458

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's SNX Position: Q2 2026 in Review

Institute for Wealth Management held its TD Synnex (SNX) position steady in Q2 2026 at 1,559 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #363.

Institute for Wealth Management first reported a position in SNX in Q1 2026 and has held it in 2 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Institute for Wealth Management held 1,559 shares of TD Synnex worth $417K as of Q2 2026.
  • Institute for Wealth Management left its TD Synnex share count unchanged in Q2 2026.
  • TD Synnex made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Institute for Wealth Management first reported a position in TD Synnex in Q1 2026 and has held it in 2 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.