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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
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 $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

Root Financial Partners's SNX Position: Q1 2026 in Review

Root Financial Partners increased its TD Synnex (SNX) stake by 177% in Q1 2026, buying an estimated $82.7K and bringing the position to 821 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #439.

Root Financial Partners first reported a position in SNX in Q3 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

  • Root Financial Partners held 821 shares of TD Synnex worth $139K as of Q1 2026.
  • Root Financial Partners bought 525 TD Synnex shares in Q1 2026, an estimated $82.7K.
  • TD Synnex made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #439 holding.
  • Root Financial Partners first reported a position in TD Synnex in Q3 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.