LPL Financial’s Snowflake SNOW Stock Holding History

LPL Financial’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	$204K	Sell	800 -700	-47%	-$129K	﹤0.01%	5749
2026 Q1	$226K	Buy	1,500 +200	+15%	+$37K	﹤0.01%	5402
2025 Q4	$285K	Sell	1,300 -200	-13%	-$48.8K	﹤0.01%	5182
2025 Q3	$338K	Buy	1,500 +500	+50%	+$107K	﹤0.01%	4957
2025 Q2	$224K	Buy	+1,000	New	+$181K	﹤0.01%	5001
2023 Q4	–	Sell	-2,000	Closed	-$306K	–	4894
2023 Q3	$306K	Hold	2,000	–	–	﹤0.01%	3908
2023 Q2	$352K	Hold	2,000	–	–	﹤0.01%	3718
2023 Q1	$309K	Sell	2,000 -1,500	-43%	-$220K	﹤0.01%	3716
2022 Q4	$502K	Hold	3,500	–	–	﹤0.01%	3241
2022 Q3	$595K	Hold	3,500	–	–	﹤0.01%	2992
2022 Q2	$487K	Buy	+3,500	New	+$554K	﹤0.01%	3230

Other funds holding SNOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPL Financial's SNOW Position: Q2 2026 in Review

LPL Financial increased its Snowflake (SNOW) stake by 4.6% in Q2 2026, buying an estimated $3.88M and bringing the position to 481,353 shares worth $123M. The position accounts for 0.03% of the portfolio, ranked #564.

LPL Financial first reported a position in SNOW in Q3 2020 and has held it in 24 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

LPL Financial held 481,353 shares of Snowflake worth $123M as of Q2 2026.
LPL Financial bought 21,100 Snowflake shares in Q2 2026, an estimated $3.88M.
Snowflake made up 0.03% of LPL Financial's portfolio in Q2 2026, its #564 holding.
LPL Financial first reported a position in Snowflake in Q3 2020 and has held it in 24 quarters since.
1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.