Rothschild Investment LLC’s TD Synnex SNX Stock Holding History

Rothschild Investment LLC’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	$574K	Buy	2,148 +10	+0.5%	+$2.41K	0.02%	557
2026 Q1	$361K	Buy	2,138 +966	+82%	+$152K	0.02%	496
2025 Q4	$176K	Buy	1,172 +344	+42%	+$52.8K	0.01%	663
2025 Q3	$136K	Hold	828	–	–	0.01%	720
2025 Q2	$112K	Buy	828 +4	+0.5%	+$470	0.01%	618
2025 Q1	$85.7K	Buy	824 +1	+0.1%	+$134	0.01%	666
2024 Q4	$96.5K	Hold	823	–	–	0.01%	647
2024 Q3	$98.8K	Hold	823	–	–	0.01%	648
2024 Q2	$95K	Buy	823 +512	+165%	+$62.6K	0.01%	632
2024 Q1	$35.2K	Buy	+311	New	+$32.3K	﹤0.01%	803
2020 Q1	–	Sell	-7,240	Closed	-$466K	–	454
2019 Q4	$466K	Buy	+7,240	New	+$437K	0.05%	300

Other funds holding SNX

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's SNX Position: Q2 2026 in Review

Rothschild Investment LLC increased its TD Synnex (SNX) stake by 0.47% in Q2 2026, buying an estimated $2.41K and bringing the position to 2,148 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #557.

Rothschild Investment LLC first reported a position in SNX in Q4 2019 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

Rothschild Investment LLC held 2,148 shares of TD Synnex worth $574K as of Q2 2026.
Rothschild Investment LLC bought 10 TD Synnex shares in Q2 2026, an estimated $2.41K.
TD Synnex made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #557 holding.
Rothschild Investment LLC first reported a position in TD Synnex in Q4 2019 and has held it in 11 quarters since.
330 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.