BPI
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BFC Planning, Inc.’s Snowflake SNOW Stock Holding History

BFC Planning, 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
Q3 		$949K Sell
2,795
-306
-10% -$94.5K 0.04% 411
2026
Q2 		$789K Sell
3,101
-99
-3% -$18.2K 0.03% 464
2026
Q1 		$483K Buy
3,200
+65
+2% +$12K 0.02% 579
2025
Q4 		$688K Buy
3,135
+32
+1% +$7.81K 0.03% 460
2025
Q3 		$700K Buy
3,103
+226
+8% +$48.5K 0.05% 304
2025
Q2 		$644K Buy
2,877
+93
+3% +$16.8K 0.05% 304
2025
Q1 		$407K Buy
2,784
+505
+22% +$85.7K 0.04% 382
2024
Q4 		$352K Sell
2,279
-674
-23% -$94.9K 0.03% 429
2024
Q3 		$339K Buy
+2,953
New +$363K 0.03% 433

Other funds holding SNOW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BFC Planning, Inc.'s SNOW Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Snowflake (SNOW) stake by 9.9% in Q3 2026, selling an estimated $94.5K and leaving 2,795 shares worth $949K. The position accounts for 0.04% of the portfolio, ranked #411.

BFC Planning, Inc. first reported a position in SNOW in Q3 2024 and has held it in 9 quarters since. 1,361 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • BFC Planning, Inc. held 2,795 shares of Snowflake worth $949K as of Q3 2026.
  • BFC Planning, Inc. sold 306 Snowflake shares in Q3 2026, an estimated $94.5K.
  • Snowflake made up 0.04% of BFC Planning, Inc.'s portfolio in Q3 2026, its #411 holding.
  • BFC Planning, Inc. first reported a position in Snowflake in Q3 2024 and has held it in 9 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.