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Pinnacle Wealth Planning Services’s TD Synnex SNX Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$81.3K Sell
482
-20
-4% -$3.15K 0.01% 916
2025
Q4 		$75.4K Buy
+502
New +$77K 0.01% 948
2021
Q1 		– Sell
-6
Closed – – 1699
2020
Q4 		$0 Buy
+6
New +$459 ﹤0.01% 2306

Other funds holding SNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its TD Synnex (SNX) stake by 4% in Q1 2026, selling an estimated $3.15K and leaving 482 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #916.

Pinnacle Wealth Planning Services first reported a position in SNX in Q4 2020 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 482 shares of TD Synnex worth $81.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 20 TD Synnex shares in Q1 2026, an estimated $3.15K.
  • TD Synnex made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #916 holding.
  • Pinnacle Wealth Planning Services first reported a position in TD Synnex in Q4 2020 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.