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Integrated Wealth Concepts’s TD Synnex SNX Stock Holding History

Integrated Wealth Concepts’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 		$1.19M Sell
4,435
-40
-0.9% -$9.64K 0.01% 1111
2026
Q1 		$755K Buy
+4,475
New +$705K 0.01% 1282

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

Integrated Wealth Concepts's SNX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its TD Synnex (SNX) stake by 0.89% in Q2 2026, selling an estimated $9.64K and leaving 4,435 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1111.

Integrated Wealth Concepts 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.

  • Integrated Wealth Concepts held 4,435 shares of TD Synnex worth $1.19M as of Q2 2026.
  • Integrated Wealth Concepts sold 40 TD Synnex shares in Q2 2026, an estimated $9.64K.
  • TD Synnex made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1111 holding.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.