Wealth Alliance
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Wealth Alliance’s TD Synnex SNX Stock Holding History

Wealth Alliance’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 		$306K Buy
+1,191
New +$304K 0.02% 438
2024
Q4 		– Sell
-1,857
Closed -$223K – 538
2024
Q3 		$223K Sell
1,857
-1,722
-48% -$199K 0.03% 477
2024
Q2 		$413K Buy
+3,579
New +$437K 0.05% 295

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

Wealth Alliance's SNX Position: Q3 2026 in Review

Wealth Alliance opened a new position in TD Synnex (SNX) in Q3 2026: 1,191 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in SNX as recently as Q3 2024.

Wealth Alliance first reported a position in SNX in Q2 2024 and has held it in 3 quarters since. The position peaked at $413K in Q2 2024. 620 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Wealth Alliance held 1,191 shares of TD Synnex worth $306K as of Q3 2026.
  • TD Synnex was a new Wealth Alliance position in Q3 2026.
  • TD Synnex made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #438 holding.
  • Wealth Alliance first reported a position in TD Synnex in Q2 2024 and has held it in 3 quarters since.
  • Wealth Alliance's TD Synnex position peaked at $413K in Q2 2024.
  • 620 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.