Personal CFO Solutions’s Snowflake SNOW Stock Holding History

Personal CFO Solutions’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 Q1	$242K	Buy	1,607 +30	+2%	+$5.55K	0.03%	456
2025 Q4	$346K	Buy	1,577 +84	+6%	+$20.5K	0.05%	315
2025 Q3	$337K	Buy	1,493 +62	+4%	+$13.3K	0.06%	312
2025 Q2	$320K	Sell	1,431 -14	-1%	-$2.53K	0.06%	312
2025 Q1	$211K	Buy	1,445 +44	+3%	+$7.47K	0.04%	415
2024 Q4	$216K	Buy	+1,401	New	+$197K	0.04%	423
2024 Q2	–	Sell	-1,622	Closed	-$262K	–	596
2024 Q1	$262K	Buy	1,622 +173	+12%	+$33.5K	0.04%	437
2023 Q4	$288K	Buy	1,449 +41	+3%	+$6.93K	0.05%	384
2023 Q3	$215K	Buy	1,408 +11	+0.8%	+$1.79K	0.04%	420
2023 Q2	$246K	Buy	1,397 +99	+8%	+$16.1K	0.05%	384
2023 Q1	$200K	Buy	+1,298	New	+$190K	0.04%	449

Other funds holding SNOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Personal CFO Solutions's SNOW Position: Q1 2026 in Review

Personal CFO Solutions increased its Snowflake (SNOW) stake by 1.9% in Q1 2026, buying an estimated $5.55K and bringing the position to 1,607 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #456.

Personal CFO Solutions first reported a position in SNOW in Q1 2023 and has held it in 11 quarters since. The position peaked at $346K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Personal CFO Solutions held 1,607 shares of Snowflake worth $242K as of Q1 2026.
Personal CFO Solutions bought 30 Snowflake shares in Q1 2026, an estimated $5.55K.
Snowflake made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #456 holding.
Personal CFO Solutions first reported a position in Snowflake in Q1 2023 and has held it in 11 quarters since.
Personal CFO Solutions's Snowflake position peaked at $346K in Q4 2025.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.