COMPASS FINANCIAL MANAGEMENT LLC’s Sandisk SNDK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SNDK Stock Details SNDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723K	Buy	+364	New	+$520K	0.09%	221

Other funds holding SNDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SNDK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sandisk (SNDK) in Q2 2026: 364 shares worth $723K. The stake represents 0.09% of the portfolio and ranks #221 among its holdings.

1,317 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 364 shares of Sandisk worth $723K as of Q2 2026.
Sandisk was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sandisk made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #221 holding.
1,317 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.