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Kingswood Wealth Advisors’s Snap SNAP Stock Holding History

Kingswood Wealth Advisors’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,995
Closed -$88.7K – 967
2025
Q4 		$88.7K Sell
10,995
-3,524
-24% -$27.9K ﹤0.01% 852
2025
Q3 		$112K Buy
14,519
+237
+2% +$1.97K 0.01% 781
2025
Q2 		$124K Buy
14,282
+2,073
+17% +$17.2K 0.01% 727
2025
Q1 		$106K Buy
+12,209
New +$127K 0.01% 705

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's SNAP Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Snap (SNAP) in Q1 2026, closing a stake of 10,995 shares — an estimated $88.7K sold.

Kingswood Wealth Advisors first reported a position in SNAP in Q1 2025 and held it in 4 quarters. The position peaked at $124K in Q2 2025. 547 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Snap position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,995 Snap shares in Q1 2026, an estimated $88.7K.
  • Kingswood Wealth Advisors first reported a position in Snap in Q1 2025 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Snap position peaked at $124K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Snap as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.