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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
Q3 		$19.3M Sell
11,079
-4,577
-29% -$7.16M 0.35% 47
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Independent Financial Group's SNDK Position: Q3 2026 in Review

Independent Financial Group reduced its Sandisk (SNDK) stake by 29% in Q3 2026, selling an estimated $7.16M and leaving 11,079 shares worth $19.3M. The position accounts for 0.35% of the portfolio, ranked #47.

Independent Financial Group first reported a position in SNDK in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.6M in Q2 2026. 137 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Independent Financial Group held 11,079 shares of Sandisk worth $19.3M as of Q3 2026.
  • Independent Financial Group sold 4,577 Sandisk shares in Q3 2026, an estimated $7.16M.
  • Sandisk made up 0.35% of Independent Financial Group's portfolio in Q3 2026, its #47 holding.
  • Independent Financial Group first reported a position in Sandisk in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Sandisk position peaked at $35.6M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.