IFG
SNDK

Independent Financial Group’s Sandisk SNDK Stock Holding History

Independent Financial Group’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 		$35.6M Buy
15,656
+9,166
+141% +$13.1M 0.67% 20
2026
Q1 		$4.12M Buy
6,490
+1,172
+22% +$662K 0.09% 208
2025
Q4 		$1.26M Sell
5,318
-4,814
-48% -$964K 0.03% 541
2025
Q3 		$1.14M Buy
+10,132
New +$592K 0.03% 565

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Independent Financial Group's SNDK Position: Q2 2026 in Review

Independent Financial Group increased its Sandisk (SNDK) stake by 141% in Q2 2026, buying an estimated $13.1M and bringing the position to 15,656 shares worth $35.6M. The position accounts for 0.67% of the portfolio, ranked #20.

Independent Financial Group first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Independent Financial Group held 15,656 shares of Sandisk worth $35.6M as of Q2 2026.
  • Independent Financial Group bought 9,166 Sandisk shares in Q2 2026, an estimated $13.1M.
  • Sandisk made up 0.67% of Independent Financial Group's portfolio in Q2 2026, its #20 holding.
  • Independent Financial Group first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.