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SVB Wealth’s TD Synnex SNX Stock Holding History

SVB Wealth’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
Q2 		– Sell
-693
Closed -$72K – 1457
2025
Q1 		$72K Buy
+693
New +$92.6K ﹤0.01% 466
2024
Q3 		– Sell
-1,745
Closed -$201K – 513
2024
Q2 		$201K Buy
+1,745
New +$213K 0.01% 674
2023
Q4 		– Sell
-2,025
Closed -$202K – 938
2023
Q3 		$202K Buy
+2,025
New +$200K ﹤0.01% 743
2023
Q2 		– Sell
-2,628
Closed -$254K – 1001
2023
Q1 		$254K Sell
2,628
-9
-0.3% -$894 ﹤0.01% 794
2022
Q4 		$250K Buy
+2,637
New +$247K ﹤0.01% 822
2021
Q4 		– Sell
-5,963
Closed -$620K – 935
2021
Q3 		$620K Buy
5,963
+1,465
+33% +$175K 0.01% 535
2021
Q2 		$548K Buy
4,498
+1,066
+31% +$131K 0.01% 553
2021
Q1 		$394K Buy
+3,432
New +$320K 0.01% 585

Other funds holding SNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SVB Wealth's SNX Position: Q2 2025 in Review

SVB Wealth sold out of TD Synnex (SNX) in Q2 2025, closing a stake of 693 shares — an estimated $72K sold.

SVB Wealth first reported a position in SNX in Q1 2021 and held it in 8 quarters. The position peaked at $620K in Q3 2021. 474 funds tracked by Wall St. Rank hold SNX as of Q2 2025.

  • SVB Wealth reported no remaining TD Synnex position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 693 TD Synnex shares in Q2 2025, an estimated $72K.
  • SVB Wealth first reported a position in TD Synnex in Q1 2021 and held it in 8 quarters.
  • SVB Wealth's TD Synnex position peaked at $620K in Q3 2021.
  • 474 funds tracked by Wall St. Rank held TD Synnex as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.