Lebenthal Global Advisors
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Lebenthal Global Advisors’s Snowflake SNOW Stock Holding History

Lebenthal Global 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
Q3 		$2.3M Sell
6,774
-1,696
-20% -$524K 0.31% 63
2026
Q2 		$2.16M Buy
8,470
+246
+3% +$45.3K 0.29% 68
2026
Q1 		$1.24M Buy
+8,224
New +$1.52M 0.18% 89

Other funds holding SNOW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Lebenthal Global Advisors's SNOW Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its Snowflake (SNOW) stake by 20% in Q3 2026, selling an estimated $524K and leaving 6,774 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #63.

Lebenthal Global Advisors first reported a position in SNOW in Q1 2026 and has held it in 3 quarters since. 1,145 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Lebenthal Global Advisors held 6,774 shares of Snowflake worth $2.3M as of Q3 2026.
  • Lebenthal Global Advisors sold 1,696 Snowflake shares in Q3 2026, an estimated $524K.
  • Snowflake made up 0.31% of Lebenthal Global Advisors's portfolio in Q3 2026, its #63 holding.
  • Lebenthal Global Advisors first reported a position in Snowflake in Q1 2026 and has held it in 3 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.