BFG
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Birch Financial Group’s Snowflake SNOW Stock Holding History

Birch Financial Group’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 		$442K Sell
1,735
-222
-11% -$40.9K 0.23% 77
2026
Q1 		$295K Buy
1,957
+707
+57% +$131K 0.17% 102
2025
Q4 		$274K Sell
1,250
-455
-27% -$111K 0.16% 107
2025
Q3 		$385K Buy
1,705
+221
+15% +$47.5K 0.23% 77
2025
Q2 		$332K Buy
+1,484
New +$268K 0.27% 74

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Birch Financial Group's SNOW Position: Q2 2026 in Review

Birch Financial Group reduced its Snowflake (SNOW) stake by 11% in Q2 2026, selling an estimated $40.9K and leaving 1,735 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #77.

Birch Financial Group first reported a position in SNOW in Q2 2025 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Birch Financial Group held 1,735 shares of Snowflake worth $442K as of Q2 2026.
  • Birch Financial Group sold 222 Snowflake shares in Q2 2026, an estimated $40.9K.
  • Snowflake made up 0.23% of Birch Financial Group's portfolio in Q2 2026, its #77 holding.
  • Birch Financial Group first reported a position in Snowflake in Q2 2025 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.