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LGT Financial Advisors’s TD Synnex SNX Stock Holding History

LGT Financial 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 		$9.14K Sell
34
-4
-11% -$964 0.05% 137
2026
Q1 		$6.43K Hold
38
– – 0.03% 181
2025
Q4 		$5.71K Sell
38
-6
-14% -$920 0.03% 200
2025
Q3 		$7.18K Hold
44
– – 0.02% 265
2025
Q2 		$5.93K Hold
44
– – 0.02% 273
2025
Q1 		$4.53K Sell
44
-264
-86% -$35.3K 0.01% 235
2024
Q4 		$36.2K Hold
308
– – 0.08% 199
2024
Q3 		$37K Sell
308
-253
-45% -$29.3K 0.09% 169
2024
Q2 		$64.8K Sell
561
-927
-62% -$113K 0.14% 129
2024
Q1 		$168K Buy
+1,488
New +$155K 0.2% 121

Other funds holding SNX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LGT Financial Advisors's SNX Position: Q2 2026 in Review

LGT Financial Advisors reduced its TD Synnex (SNX) stake by 11% in Q2 2026, selling an estimated $964 and leaving 34 shares worth $9.14K. The position accounts for 0.05% of the portfolio, ranked #137.

LGT Financial Advisors first reported a position in SNX in Q1 2024 and has held it in 10 quarters since. The position peaked at $168K in Q1 2024. 264 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • LGT Financial Advisors held 34 shares of TD Synnex worth $9.14K as of Q2 2026.
  • LGT Financial Advisors sold 4 TD Synnex shares in Q2 2026, an estimated $964.
  • TD Synnex made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • LGT Financial Advisors first reported a position in TD Synnex in Q1 2024 and has held it in 10 quarters since.
  • LGT Financial Advisors's TD Synnex position peaked at $168K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

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