EFS
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Essex Financial Services’s Snowflake SNOW Stock Holding History

Essex Financial Services’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 		$259K Sell
1,016
-549
-35% -$101K 0.01% 697
2026
Q1 		$236K Buy
1,565
+110
+8% +$20.4K 0.01% 696
2025
Q4 		$319K Buy
1,455
+24
+2% +$5.86K 0.02% 580
2025
Q3 		$323K Sell
1,431
-121
-8% -$26K 0.02% 561
2025
Q2 		$347K Sell
1,552
-155
-9% -$28K 0.02% 507
2025
Q1 		$249K Buy
1,707
+102
+6% +$17.3K 0.02% 545
2024
Q4 		$248K Buy
+1,605
New +$226K 0.02% 538

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Financial Services's SNOW Position: Q2 2026 in Review

Essex Financial Services reduced its Snowflake (SNOW) stake by 35% in Q2 2026, selling an estimated $101K and leaving 1,016 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #697.

Essex Financial Services first reported a position in SNOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Essex Financial Services held 1,016 shares of Snowflake worth $259K as of Q2 2026.
  • Essex Financial Services sold 549 Snowflake shares in Q2 2026, an estimated $101K.
  • Snowflake made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #697 holding.
  • Essex Financial Services first reported a position in Snowflake in Q4 2024 and has held it in 7 quarters since.
  • Essex Financial Services's Snowflake position peaked at $347K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.