CFM
SNDK

Compass Financial Management’s Sandisk SNDK Stock Holding History

Compass Financial Management’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's SNDK Position: Q2 2026 in Review

Compass Financial Management 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.

1,718 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Compass Financial Management held 364 shares of Sandisk worth $723K as of Q2 2026.
  • Sandisk was a new Compass Financial Management position in Q2 2026.
  • Sandisk made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #221 holding.
  • 1,718 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.