EFG
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Everest Financial Group’s Snowflake SNOW Stock Holding History

Everest 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
Q2 		$435K Sell
1,711
-74
-4% -$13.6K 0.06% 148
2026
Q1 		$269K Buy
1,785
+574
+47% +$106K 0.04% 168
2025
Q4 		$266K Buy
+1,211
New +$296K 0.06% 79

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Everest Financial Group's SNOW Position: Q2 2026 in Review

Everest Financial Group reduced its Snowflake (SNOW) stake by 4.1% in Q2 2026, selling an estimated $13.6K and leaving 1,711 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #148.

Everest Financial Group first reported a position in SNOW in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Everest Financial Group held 1,711 shares of Snowflake worth $435K as of Q2 2026.
  • Everest Financial Group sold 74 Snowflake shares in Q2 2026, an estimated $13.6K.
  • Snowflake made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #148 holding.
  • Everest Financial Group first reported a position in Snowflake in Q4 2025 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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