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Montgomery Financial Services’s TD Synnex SNX Stock Holding History

Montgomery Financial Services’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 		$15.5K Buy
+58
New +$14K 0.01% 141

Other funds holding SNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montgomery Financial Services's SNX Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in TD Synnex (SNX) in Q2 2026: 58 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #141 among its holdings.

696 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Montgomery Financial Services held 58 shares of TD Synnex worth $15.5K as of Q2 2026.
  • TD Synnex was a new Montgomery Financial Services position in Q2 2026.
  • TD Synnex made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #141 holding.
  • 696 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.