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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
Q2 		$132K Buy
493
+11
+2% +$2.65K 0.01% 730
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 $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

Pinnacle Wealth Planning Services's SNX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its TD Synnex (SNX) stake by 2.3% in Q2 2026, buying an estimated $2.65K and bringing the position to 493 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #730.

Pinnacle Wealth Planning Services first reported a position in SNX in Q4 2020 and has held it in 4 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 493 shares of TD Synnex worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 11 TD Synnex shares in Q2 2026, an estimated $2.65K.
  • TD Synnex made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #730 holding.
  • Pinnacle Wealth Planning Services first reported a position in TD Synnex in Q4 2020 and has held it in 4 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.