Pacific Excel Wealth Advisors’s Snowflake SNOW Stock Holding History

Pacific Excel 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	$251K	Buy	+985	New	+$181K	0.1%	180

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

Pacific Excel Wealth Advisors's SNOW Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Snowflake (SNOW) in Q2 2026: 985 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #180 among its holdings.

1,456 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Pacific Excel Wealth Advisors held 985 shares of Snowflake worth $251K as of Q2 2026.
Snowflake was a new Pacific Excel Wealth Advisors position in Q2 2026.
Snowflake made up 0.1% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #180 holding.
1,456 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.