PWMAI
SNOW icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Snowflake SNOW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$70.8K Sell
278
-52
-16% -$9.57K 0.02% 280
2026
Q1 		$49.9K Buy
330
+35
+12% +$6.48K 0.01% 301
2025
Q4 		$64.8K Buy
295
+84
+40% +$20.5K 0.02% 275
2025
Q3 		$47.6K Buy
211
+192
+1,011% +$41.2K 0.02% 277
2025
Q2 		$4.42K Hold
19
– – ﹤0.01% 402
2025
Q1 		$2.89K Sell
19
-4
-17% -$679 ﹤0.01% 404
2024
Q4 		$3.69K Buy
+23
New +$3.24K ﹤0.01% 409
2024
Q1 		– Sell
-29
Closed -$5.77K – 367
2023
Q4 		$5.77K Buy
+29
New +$4.9K ﹤0.01% 273

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SNOW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Snowflake (SNOW) stake by 16% in Q2 2026, selling an estimated $9.57K and leaving 278 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #280.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SNOW in Q4 2023 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 278 shares of Snowflake worth $70.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 52 Snowflake shares in Q2 2026, an estimated $9.57K.
  • Snowflake made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #280 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Snowflake in Q4 2023 and has held it in 8 quarters since.
  • 776 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.