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Pension & Wealth Management Advisors’s Snowflake SNOW Stock Holding History

Pension & Wealth Management 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 		$70.8K Sell
278
-52
-16% -$9.57K 0.02% 280
2026
Q1 		$49.9K Buy
330
+35
+12% +$6.48K 0.01% 301
2025
Q4 		$64.8K Buy
295
+84
+40% +$20.5K 0.02% 275
2025
Q3 		$47.6K Buy
211
+192
+1,011% +$41.2K 0.02% 277
2025
Q2 		$4.42K Hold
19
– – ﹤0.01% 402
2025
Q1 		$2.89K Sell
19
-4
-17% -$679 ﹤0.01% 404
2024
Q4 		$3.69K Buy
+23
New +$3.24K ﹤0.01% 409
2024
Q1 		– Sell
-29
Closed -$5.77K – 367
2023
Q4 		$5.77K Buy
+29
New +$4.9K ﹤0.01% 273

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pension & Wealth Management Advisors's SNOW Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Snowflake (SNOW) stake by 16% in Q2 2026, selling an estimated $9.57K and leaving 278 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #280.

Pension & Wealth Management Advisors first reported a position in SNOW in Q4 2023 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Pension & Wealth Management Advisors held 278 shares of Snowflake worth $70.8K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 52 Snowflake shares in Q2 2026, an estimated $9.57K.
  • Snowflake made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #280 holding.
  • Pension & Wealth Management Advisors first reported a position in Snowflake in Q4 2023 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.