FSWA
SNDK

Financial Synergies Wealth Advisors’s Sandisk SNDK Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Buy
4,829
+613
+15% +$875K 0.93% 18
2026
Q1 		$2.68M Buy
+4,216
New +$2.38M 0.26% 40

Other funds holding SNDK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's SNDK Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Sandisk (SNDK) stake by 15% in Q2 2026, buying an estimated $875K and bringing the position to 4,829 shares worth $11M. The position accounts for 0.93% of the portfolio, ranked #18.

Financial Synergies Wealth Advisors first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Financial Synergies Wealth Advisors held 4,829 shares of Sandisk worth $11M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 613 Sandisk shares in Q2 2026, an estimated $875K.
  • Sandisk made up 0.93% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Financial Synergies Wealth Advisors first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.