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Cooper Financial Group’s Snowflake SNOW Stock Holding History

Cooper 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
Q3 		$2.75M Sell
8,108
-1,112
-12% -$344K 0.22% 82
2026
Q2 		$2.35M Buy
9,220
+1,142
+14% +$210K 0.19% 95
2026
Q1 		$1.22M Buy
8,078
+1,810
+29% +$335K 0.12% 131
2025
Q4 		$1.37M Buy
6,268
+11
+0.2% +$2.69K 0.15% 113
2025
Q3 		$1.41M Buy
6,257
+2,026
+48% +$435K 0.16% 102
2025
Q2 		$947K Buy
+4,231
New +$765K 0.11% 148

Other funds holding SNOW

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cooper Financial Group's SNOW Position: Q3 2026 in Review

Cooper Financial Group reduced its Snowflake (SNOW) stake by 12% in Q3 2026, selling an estimated $344K and leaving 8,108 shares worth $2.75M. The position accounts for 0.22% of the portfolio, ranked #82.

Cooper Financial Group first reported a position in SNOW in Q2 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Cooper Financial Group held 8,108 shares of Snowflake worth $2.75M as of Q3 2026.
  • Cooper Financial Group sold 1,112 Snowflake shares in Q3 2026, an estimated $344K.
  • Snowflake made up 0.22% of Cooper Financial Group's portfolio in Q3 2026, its #82 holding.
  • Cooper Financial Group first reported a position in Snowflake in Q2 2025 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.