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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
Q2 		$885K Buy
36,864
+34,900
+1,777% +$6.42M 0.21% 51
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 $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

Fi3 Financial Advisors's SNOW Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Snowflake (SNOW) stake by 1,777% in Q2 2026, buying an estimated $6.42M and bringing the position to 36,864 shares worth $885K. The position accounts for 0.21% of the portfolio, ranked #51.

Fi3 Financial Advisors first reported a position in SNOW in Q1 2025 and has held it in 6 quarters since. 1,461 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Fi3 Financial Advisors held 36,864 shares of Snowflake worth $885K as of Q2 2026.
  • Fi3 Financial Advisors bought 34,900 Snowflake shares in Q2 2026, an estimated $6.42M.
  • Snowflake made up 0.21% of Fi3 Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Fi3 Financial Advisors first reported a position in Snowflake in Q1 2025 and has held it in 6 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.