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Fi3 Financial Advisors’s Snowflake SNOW Stock Holding History

Fi3 Financial 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 		$296K Buy
1,964
+78
+4% +$14.4K 0.09% 139
2025
Q4 		$414K Buy
1,886
+47
+3% +$11.5K 0.13% 89
2025
Q3 		$415K Buy
1,839
+167
+10% +$35.9K 0.14% 71
2025
Q2 		$374K Sell
1,672
-47
-3% -$8.5K 0.13% 74
2025
Q1 		$251K Buy
+1,719
New +$292K 0.1% 97

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

Fi3 Financial Advisors's SNOW Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Snowflake (SNOW) stake by 4.1% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,964 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #139.

Fi3 Financial Advisors first reported a position in SNOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Fi3 Financial Advisors held 1,964 shares of Snowflake worth $296K as of Q1 2026.
  • Fi3 Financial Advisors bought 78 Snowflake shares in Q1 2026, an estimated $14.4K.
  • Snowflake made up 0.09% of Fi3 Financial Advisors's portfolio in Q1 2026, its #139 holding.
  • Fi3 Financial Advisors first reported a position in Snowflake in Q1 2025 and has held it in 5 quarters since.
  • Fi3 Financial Advisors's Snowflake position peaked at $415K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.