CFS
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Coordinated Financial Services’s Snap SNAP Stock Holding History

Coordinated Financial Services’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Sell
23,150
-4,700
-17% -$27.7K 0.06% 175
2025
Q4 		$225K Buy
27,850
+1,500
+6% +$11.9K 0.13% 159
2025
Q3 		$203K Buy
26,350
+13,850
+111% +$115K 0.13% 155
2025
Q2 		$109K Buy
+12,500
New +$104K 0.08% 148

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coordinated Financial Services's SNAP Position: Q1 2026 in Review

Coordinated Financial Services reduced its Snap (SNAP) stake by 17% in Q1 2026, selling an estimated $27.7K and leaving 23,150 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #175.

Coordinated Financial Services first reported a position in SNAP in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 544 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.

  • Coordinated Financial Services held 23,150 shares of Snap worth $106K as of Q1 2026.
  • Coordinated Financial Services sold 4,700 Snap shares in Q1 2026, an estimated $27.7K.
  • Snap made up 0.06% of Coordinated Financial Services's portfolio in Q1 2026, its #175 holding.
  • Coordinated Financial Services first reported a position in Snap in Q2 2025 and has held it in 4 quarters since.
  • Coordinated Financial Services's Snap position peaked at $225K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Snap as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.