BHWM
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Bay Harbor Wealth Management’s Schneider National SNDR Stock Holding History

Bay Harbor Wealth Management’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289 Buy
11
+6
+120% +$166 ﹤0.01% 1104
2025
Q4 		$133 Sell
5
-2
-29% -$47 ﹤0.01% 1175
2025
Q3 		$148 Sell
7
-1
-13% -$24 ﹤0.01% 1099
2025
Q2 		$193 Buy
8
+6
+300% +$139 ﹤0.01% 928
2025
Q1 		$45 Buy
+2
New +$54 ﹤0.01% 1038

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bay Harbor Wealth Management's SNDR Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Schneider National (SNDR) stake by 120% in Q1 2026, buying an estimated $166 and bringing the position to 11 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Bay Harbor Wealth Management first reported a position in SNDR in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold SNDR as of Q1 2026.

  • Bay Harbor Wealth Management held 11 shares of Schneider National worth $289 as of Q1 2026.
  • Bay Harbor Wealth Management bought 6 Schneider National shares in Q1 2026, an estimated $166.
  • Schneider National made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1104 holding.
  • Bay Harbor Wealth Management first reported a position in Schneider National in Q1 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Schneider National as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.