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Keener Financial Planning’s Snowflake SNOW Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-29
Closed -$6K – 180
2025
Q3 		$6K Hold
29
– – ﹤0.01% 178
2025
Q2 		$6K Hold
29
– – ﹤0.01% 182
2025
Q1 		$4K Hold
29
– – ﹤0.01% 157
2024
Q4 		$4K Hold
29
– – ﹤0.01% 159
2024
Q3 		$3K Hold
29
– – ﹤0.01% 170
2024
Q2 		$3K Hold
29
– – ﹤0.01% 175
2024
Q1 		$5K Hold
29
– – ﹤0.01% 175
2023
Q4 		$6K Buy
+29
New +$4.9K ﹤0.01% 162

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's SNOW Position: Q4 2025 in Review

Keener Financial Planning sold out of Snowflake (SNOW) in Q4 2025, closing a stake of 29 shares — an estimated $6K sold.

Keener Financial Planning first reported a position in SNOW in Q4 2023 and held it in 8 quarters. The position peaked at $6K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold SNOW as of Q4 2025.

  • Keener Financial Planning reported no remaining Snowflake position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 29 Snowflake shares in Q4 2025, an estimated $6K.
  • Keener Financial Planning first reported a position in Snowflake in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Snowflake position peaked at $6K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Snowflake as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.