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B. Riley Wealth Advisors’s Snowflake SNOW Stock Holding History

B. Riley Wealth Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$887K Sell
3,525
-180
-5% -$33.1K 0.05% 328
2026
Q1 		$569K Buy
3,705
+469
+14% +$86.8K 0.04% 413
2025
Q4 		$710K Sell
3,236
-213
-6% -$52K 0.03% 422
2025
Q3 		$778K Sell
3,449
-416
-11% -$89.3K 0.04% 398
2025
Q2 		$865K Buy
+3,865
New +$699K 0.04% 387
2024
Q4 		$572K Sell
3,703
-391
-10% -$55.1K 0.02% 649
2024
Q3 		$462K Sell
4,094
-1,433
-26% -$176K 0.01% 771
2024
Q2 		$747K Sell
5,527
-15,445
-74% -$2.28M 0.02% 647
2024
Q1 		$3.2M Sell
20,972
-7,986
-28% -$1.55M 0.09% 226
2023
Q4 		$5.76M Buy
28,958
+7,986
+38% +$1.35M 0.16% 149
2023
Q3 		$3.2M Buy
20,972
+8,393
+67% +$1.37M 0.09% 226
2023
Q2 		$2.21M Buy
12,579
+5,015
+66% +$815K 0.05% 348
2023
Q1 		$1.17M Buy
7,564
+2,677
+55% +$392K 0.03% 494
2022
Q4 		$701K Sell
4,887
-602
-11% -$91.8K 0.02% 660
2022
Q3 		$933K Buy
5,489
+1,658
+43% +$275K 0.03% 526
2022
Q2 		$533K Buy
3,831
+1,867
+95% +$296K 0.02% 630
2022
Q1 		$451K Sell
1,964
-15,444
-89% -$3.99M 0.01% 801
2021
Q4 		$5.9M Buy
17,408
+1,316
+8% +$459K 0.17% 128
2021
Q3 		$4.87M Buy
16,092
+12,642
+366% +$3.6M 0.15% 144
2021
Q2 		$835K Buy
3,450
+1,313
+61% +$305K 0.03% 577
2021
Q1 		$491K Sell
2,137
-1,901
-47% -$507K 0.02% 739
2020
Q4 		$1.14M Buy
+4,038
New +$1.15M 0.06% 294

Other funds holding SNOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's SNOW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Snowflake (SNOW) stake by 4.9% in Q2 2026, selling an estimated $33.1K and leaving 3,525 shares worth $887K. The position accounts for 0.05% of the portfolio, ranked #328.

B. Riley Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.9M in Q4 2021. 276 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • B. Riley Wealth Advisors held 3,525 shares of Snowflake worth $887K as of Q2 2026.
  • B. Riley Wealth Advisors sold 180 Snowflake shares in Q2 2026, an estimated $33.1K.
  • Snowflake made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • B. Riley Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Snowflake position peaked at $5.9M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.