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Independent Financial Group’s Snowflake SNOW Stock Holding History

Independent Financial Group’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 		$3.95M Buy
15,538
+4,086
+36% +$752K 0.07% 258
2026
Q1 		$1.73M Sell
11,452
-2,234
-16% -$413K 0.04% 432
2025
Q4 		$3M Buy
13,686
+3,919
+40% +$957K 0.07% 283
2025
Q3 		$2.2M Buy
9,767
+297
+3% +$63.8K 0.05% 357
2025
Q2 		$2.12M Buy
9,470
+340
+4% +$61.5K 0.06% 321
2025
Q1 		$1.33M Buy
9,130
+3,809
+72% +$646K 0.05% 401
2024
Q4 		$822K Sell
5,321
-376
-7% -$52.9K 0.03% 529
2024
Q3 		$654K Sell
5,697
-1,938
-25% -$238K 0.02% 565
2024
Q2 		$1.03M Sell
7,635
-1,865
-20% -$275K 0.04% 402
2024
Q1 		$1.54M Buy
9,500
+3,163
+50% +$613K 0.07% 274
2023
Q4 		$1.26M Sell
6,337
-702
-10% -$119K 0.07% 302
2023
Q3 		$1.08M Buy
7,039
+110
+2% +$17.9K 0.07% 299
2023
Q2 		$1.22M Buy
6,929
+3,684
+114% +$599K 0.08% 267
2023
Q1 		$501K Buy
3,245
+1,300
+67% +$191K 0.04% 456
2022
Q4 		$279K Sell
1,945
-677
-26% -$103K 0.02% 579
2022
Q3 		$446K Buy
2,622
+393
+18% +$65.1K 0.04% 422
2022
Q2 		$310K Sell
2,229
-800
-26% -$127K 0.03% 495
2022
Q1 		$694K Buy
3,029
+845
+39% +$218K 0.06% 345
2021
Q4 		$740K Sell
2,184
-661
-23% -$230K 0.06% 325
2021
Q3 		$860K Sell
2,845
-391
-12% -$111K 0.09% 247
2021
Q2 		$782K Buy
3,236
+7
+0.2% +$1.63K 0.08% 272
2021
Q1 		$740K Buy
+3,229
New +$862K 0.1% 234

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Independent Financial Group increased its Snowflake (SNOW) stake by 36% in Q2 2026, buying an estimated $752K and bringing the position to 15,538 shares worth $3.95M. The position accounts for 0.07% of the portfolio, ranked #258.

Independent Financial Group first reported a position in SNOW in Q1 2021 and has held it in 22 quarters since. 1,454 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Independent Financial Group held 15,538 shares of Snowflake worth $3.95M as of Q2 2026.
  • Independent Financial Group bought 4,086 Snowflake shares in Q2 2026, an estimated $752K.
  • Snowflake made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #258 holding.
  • Independent Financial Group first reported a position in Snowflake in Q1 2021 and has held it in 22 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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