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 Q2	$548	Buy	15 +4	+36%	+$130	﹤0.01%	1044
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 New York $6.73T AUM 46.02% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Bay Harbor Wealth Management's SNDR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Schneider National (SNDR) stake by 36% in Q2 2026, buying an estimated $130 and bringing the position to 15 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Bay Harbor Wealth Management first reported a position in SNDR in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

Bay Harbor Wealth Management held 15 shares of Schneider National worth $548 as of Q2 2026.
Bay Harbor Wealth Management bought 4 Schneider National shares in Q2 2026, an estimated $130.
Schneider National made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1044 holding.
Bay Harbor Wealth Management first reported a position in Schneider National in Q1 2025 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.