PCS
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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
Q2 		$394K Sell
1,547
-60
-4% -$11K 0.06% 320
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal CFO Solutions's SNOW Position: Q2 2026 in Review

Personal CFO Solutions reduced its Snowflake (SNOW) stake by 3.7% in Q2 2026, selling an estimated $11K and leaving 1,547 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #320.

Personal CFO Solutions first reported a position in SNOW in Q1 2023 and has held it in 12 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Personal CFO Solutions held 1,547 shares of Snowflake worth $394K as of Q2 2026.
  • Personal CFO Solutions sold 60 Snowflake shares in Q2 2026, an estimated $11K.
  • Snowflake made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #320 holding.
  • Personal CFO Solutions first reported a position in Snowflake in Q1 2023 and has held it in 12 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.