Center for Financial Planning’s Snowflake SNOW Stock Holding History

Center for Financial Planning’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	$2.54K	Hold	10	–	–	﹤0.01%	578
2026 Q1	$1.51K	Hold	10	–	–	﹤0.01%	589
2025 Q4	$2.19K	Hold	10	–	–	﹤0.01%	606
2025 Q3	$2.26K	Hold	10	–	–	﹤0.01%	589
2025 Q2	$2.24K	Hold	10	–	–	﹤0.01%	552
2025 Q1	$1.46K	Hold	10	–	–	﹤0.01%	612
2024 Q4	$1.54K	Hold	10	–	–	﹤0.01%	560
2024 Q3	$1.15K	Hold	10	–	–	﹤0.01%	517
2024 Q2	$1.35K	Hold	10	–	–	﹤0.01%	519
2024 Q1	$1.62K	Hold	10	–	–	﹤0.01%	537
2023 Q4	$1.99K	Hold	10	–	–	﹤0.01%	460
2023 Q3	$1.53K	Hold	10	–	–	﹤0.01%	467
2023 Q2	$1.76K	Hold	10	–	–	﹤0.01%	498
2023 Q1	$1.54K	Hold	10	–	–	﹤0.01%	464
2022 Q4	$1.44K	Hold	10	–	–	﹤0.01%	473
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	554
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	515
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	481
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	462
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	439
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	464
2021 Q1	$2K	Buy	+10	New	+$2.67K	﹤0.01%	495

Other funds holding SNOW

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 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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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 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

Center for Financial Planning's SNOW Position: Q2 2026 in Review

Center for Financial Planning held its Snowflake (SNOW) position steady in Q2 2026 at 10 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Center for Financial Planning first reported a position in SNOW in Q1 2021 and has held it in 22 quarters since. The position peaked at $3K in Q4 2021. 355 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Center for Financial Planning held 10 shares of Snowflake worth $2.54K as of Q2 2026.
Center for Financial Planning left its Snowflake share count unchanged in Q2 2026.
Snowflake made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #578 holding.
Center for Financial Planning first reported a position in Snowflake in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Snowflake position peaked at $3K in Q4 2021.
355 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.