Root Financial Partners
SNX icon

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
Q3 		$235K Buy
914
+2
+0.2% +$511 0.01% 387
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's SNX Position: Q3 2026 in Review

Root Financial Partners increased its TD Synnex (SNX) stake by 0.22% in Q3 2026, buying an estimated $511 and bringing the position to 914 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #387.

Root Financial Partners first reported a position in SNX in Q3 2025 and has held it in 5 quarters since. The position peaked at $244K in Q2 2026. 620 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Root Financial Partners held 914 shares of TD Synnex worth $235K as of Q3 2026.
  • Root Financial Partners bought 2 TD Synnex shares in Q3 2026, an estimated $511.
  • TD Synnex made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #387 holding.
  • Root Financial Partners first reported a position in TD Synnex in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's TD Synnex position peaked at $244K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.