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Exencial Wealth Advisors’s Snowflake SNOW Stock Holding History

Exencial Wealth Advisors’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
Q1 		– Hold
0
– -$219K – 597
2025
Q4 		– Hold
0
– – – 525

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Exencial Wealth Advisors's SNOW Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Snowflake (SNOW) stake by 28% in Q1 2026, buying an estimated $65.5K and bringing the position to 1,628 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #520.

Exencial Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 10 quarters since. The position peaked at $347K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Exencial Wealth Advisors held 1,628 shares of Snowflake worth $246K as of Q1 2026.
  • Exencial Wealth Advisors bought 354 Snowflake shares in Q1 2026, an estimated $65.5K.
  • Snowflake made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #520 holding.
  • Exencial Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 10 quarters since.
  • Exencial Wealth Advisors's Snowflake position peaked at $347K in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.