KWA
SNOW icon

Kingswood Wealth Advisors’s Snowflake SNOW Stock Holding History

Kingswood Wealth Advisors’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 		$633K Buy
2,487
+125
+5% +$23K 0.03% 537
2026
Q1 		$356K Sell
2,362
-518
-18% -$95.9K 0.02% 658
2025
Q4 		$632K Buy
2,880
+181
+7% +$44.2K 0.03% 461
2025
Q3 		$609K Buy
2,699
+222
+9% +$47.7K 0.04% 434
2025
Q2 		$554K Buy
2,477
+341
+16% +$61.7K 0.04% 385
2025
Q1 		$312K Buy
2,136
+260
+14% +$44.1K 0.03% 536
2024
Q4 		$290K Sell
1,876
-3,617
-66% -$509K 0.02% 622
2024
Q3 		$630K Buy
5,493
+3,978
+263% +$489K 0.04% 396
2024
Q2 		$205K Buy
1,515
+183
+14% +$27K 0.02% 630
2024
Q1 		$215K Buy
+1,332
New +$258K 0.02% 566

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

Kingswood Wealth Advisors's SNOW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Snowflake (SNOW) stake by 5.3% in Q2 2026, buying an estimated $23K and bringing the position to 2,487 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #537.

Kingswood Wealth Advisors first reported a position in SNOW in Q1 2024 and has held it in 10 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Kingswood Wealth Advisors held 2,487 shares of Snowflake worth $633K as of Q2 2026.
  • Kingswood Wealth Advisors bought 125 Snowflake shares in Q2 2026, an estimated $23K.
  • Snowflake made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • Kingswood Wealth Advisors first reported a position in Snowflake in Q1 2024 and has held it in 10 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.