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Root Financial Partners’s TD Synnex SNX Stock Holding History

Root Financial Partners’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 		$244K Buy
912
+91
+11% +$21.9K 0.01% 335
2026
Q1 		$139K Buy
821
+525
+177% +$82.7K 0.01% 439
2025
Q4 		$44.5K Buy
296
+41
+16% +$6.29K ﹤0.01% 761
2025
Q3 		$41.8K Buy
+255
New +$37.6K ﹤0.01% 734

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

Root Financial Partners's SNX Position: Q2 2026 in Review

Root Financial Partners increased its TD Synnex (SNX) stake by 11% in Q2 2026, buying an estimated $21.9K and bringing the position to 912 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #335.

Root Financial Partners first reported a position in SNX in Q3 2025 and has held it in 4 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Root Financial Partners held 912 shares of TD Synnex worth $244K as of Q2 2026.
  • Root Financial Partners bought 91 TD Synnex shares in Q2 2026, an estimated $21.9K.
  • TD Synnex made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #335 holding.
  • Root Financial Partners first reported a position in TD Synnex in Q3 2025 and has held it in 4 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.