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Rise Advisors’s TD Synnex SNX Stock Holding History

Rise 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
2025
Q4 		– Sell
-139
Closed -$22.7K – 1232
2025
Q3 		$22.7K Buy
139
+1
+0.7% +$147 0.01% 509
2025
Q2 		$18.8K Hold
138
– – 0.01% 576
2025
Q1 		$14.3K Sell
138
-152
-52% -$20.3K 0.01% 732
2024
Q4 		$34K Buy
290
+1
+0.3% +$120 0.02% 340
2024
Q3 		$34.7K Buy
289
+1
+0.3% +$116 0.02% 346
2024
Q2 		$33.2K Buy
288
+1
+0.3% +$122 0.02% 331
2024
Q1 		$32.5K Buy
+287
New +$29.8K 0.02% 348

Other funds holding SNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Rise Advisors's SNX Position: Q4 2025 in Review

Rise Advisors sold out of TD Synnex (SNX) in Q4 2025, closing a stake of 139 shares — an estimated $22.7K sold.

Rise Advisors first reported a position in SNX in Q1 2024 and held it in 7 quarters. The position peaked at $34.7K in Q3 2024. 541 funds tracked by Wall St. Rank hold SNX as of Q4 2025.

  • Rise Advisors reported no remaining TD Synnex position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 139 TD Synnex shares in Q4 2025, an estimated $22.7K.
  • Rise Advisors first reported a position in TD Synnex in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's TD Synnex position peaked at $34.7K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held TD Synnex as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.