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Private Wealth Management Group’s TD Synnex SNX Stock Holding History

Private Wealth Management Group’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 		$4.01K Hold
15
– – ﹤0.01% 929
2026
Q1 		$2.53K Hold
15
– – ﹤0.01% 1007
2025
Q4 		$2.25K Hold
15
– – ﹤0.01% 1045
2025
Q3 		$2.46K Hold
15
– – ﹤0.01% 1044
2025
Q2 		$2.04K Sell
15
-93
-86% -$10.9K ﹤0.01% 1079
2025
Q1 		$11.2K Buy
108
+4
+4% +$535 ﹤0.01% 432
2024
Q4 		$12.2K Buy
104
+55
+112% +$6.59K ﹤0.01% 417
2024
Q3 		$5.88K Buy
49
+18
+58% +$2.08K ﹤0.01% 667
2024
Q2 		$3.58K Buy
31
+16
+107% +$1.96K ﹤0.01% 847
2024
Q1 		$1.7K Hold
15
– – ﹤0.01% 1052
2023
Q4 		$1.61K Buy
+15
New +$1.47K ﹤0.01% 1074

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

Private Wealth Management Group's SNX Position: Q2 2026 in Review

Private Wealth Management Group held its TD Synnex (SNX) position steady in Q2 2026 at 15 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Private Wealth Management Group first reported a position in SNX in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q4 2024. 733 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Private Wealth Management Group held 15 shares of TD Synnex worth $4.01K as of Q2 2026.
  • Private Wealth Management Group left its TD Synnex share count unchanged in Q2 2026.
  • TD Synnex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #929 holding.
  • Private Wealth Management Group first reported a position in TD Synnex in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's TD Synnex position peaked at $12.2K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.