BFS
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Burkett Financial Services’s Snowflake SNOW Stock Holding History

Burkett Financial Services’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
Q3 		$81.8K Buy
+241
New +$74.5K 0.02% 99

Other funds holding SNOW

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Burkett Financial Services's SNOW Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Snowflake (SNOW) in Q3 2026: 241 shares worth $81.8K. The stake represents 0.02% of the portfolio and ranks #99 among its holdings.

11 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Burkett Financial Services held 241 shares of Snowflake worth $81.8K as of Q3 2026.
  • Snowflake was a new Burkett Financial Services position in Q3 2026.
  • Snowflake made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #99 holding.
  • 11 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.