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United Capital Financial Advisors’s TD Synnex SNX Stock Holding History

United Capital Financial Advisors’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 		$465K Sell
1,738
-2,749
-61% -$662K ﹤0.01% 1163
2026
Q1 		$757K Buy
+4,487
New +$707K ﹤0.01% 877
2025
Q4 		– Sell
-1,282
Closed -$210K – 1404
2025
Q3 		$210K Buy
+1,282
New +$189K ﹤0.01% 1147
2018
Q3 		– Sell
-5,820
Closed -$281K – 1371
2018
Q2 		$281K Sell
5,820
-6,028
-51% -$321K ﹤0.01% 1104
2018
Q1 		$701K Sell
11,848
-4,236
-26% -$264K 0.01% 866
2017
Q4 		$1.09M Sell
16,084
-1,510
-9% -$100K 0.01% 758
2017
Q3 		$1.11M Sell
17,594
-3,344
-16% -$197K 0.01% 751
2017
Q2 		$1.26M Sell
20,938
-718
-3% -$40.2K 0.01% 704
2017
Q1 		$1.21M Sell
21,656
-18
-0.1% -$1.07K 0.01% 695
2016
Q4 		$1.31M Sell
21,674
-1,906
-8% -$108K 0.01% 667
2016
Q3 		$1.34M Buy
23,580
+258
+1% +$13.3K 0.01% 699
2016
Q2 		$1.11M Buy
23,322
+854
+4% +$37.5K 0.01% 709
2016
Q1 		$1.04M Sell
22,468
-1,216
-5% -$54.3K 0.01% 686
2015
Q4 		$1.06M Buy
+23,684
New +$1.09M 0.01% 679

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

United Capital Financial Advisors's SNX Position: Q2 2026 in Review

United Capital Financial Advisors reduced its TD Synnex (SNX) stake by 61% in Q2 2026, selling an estimated $662K and leaving 1,738 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

United Capital Financial Advisors first reported a position in SNX in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2016. 734 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • United Capital Financial Advisors held 1,738 shares of TD Synnex worth $465K as of Q2 2026.
  • United Capital Financial Advisors sold 2,749 TD Synnex shares in Q2 2026, an estimated $662K.
  • TD Synnex made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1163 holding.
  • United Capital Financial Advisors first reported a position in TD Synnex in Q4 2015 and has held it in 14 quarters since.
  • United Capital Financial Advisors's TD Synnex position peaked at $1.34M in Q3 2016.
  • 734 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.