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Phoenix Financial’s Snowflake SNOW Stock Holding History

Phoenix 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
Q1 		$255K Sell
1,691
-2,438
-59% -$451K ﹤0.01% 417
2025
Q4 		$906K Sell
4,129
-192
-4% -$46.9K 0.01% 238
2025
Q3 		$975K Sell
4,321
-55
-1% -$11.8K 0.01% 230
2025
Q2 		$979K Buy
4,376
+25
+0.6% +$4.52K 0.01% 239
2025
Q1 		$636K Sell
4,351
-33
-0.8% -$5.6K 0.01% 246
2024
Q4 		$677K Sell
4,384
-6
-0.1% -$845 0.01% 240
2024
Q3 		$504K Sell
4,390
-482
-10% -$59.3K 0.01% 251
2024
Q2 		$657K Buy
4,872
+330
+7% +$48.7K 0.01% 235
2024
Q1 		$734K Buy
+4,542
New +$881K 0.01% 244
2022
Q4 		– Sell
-1,644
Closed -$286K – 339
2022
Q3 		$286K Sell
1,644
-2,383
-59% -$395K 0.01% 286
2022
Q2 		$575K Buy
+4,027
New +$638K 0.01% 272

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Phoenix Financial's SNOW Position: Q1 2026 in Review

Phoenix Financial reduced its Snowflake (SNOW) stake by 59% in Q1 2026, selling an estimated $451K and leaving 1,691 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Phoenix Financial first reported a position in SNOW in Q2 2022 and has held it in 11 quarters since. The position peaked at $979K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Phoenix Financial held 1,691 shares of Snowflake worth $255K as of Q1 2026.
  • Phoenix Financial sold 2,438 Snowflake shares in Q1 2026, an estimated $451K.
  • Snowflake made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #417 holding.
  • Phoenix Financial first reported a position in Snowflake in Q2 2022 and has held it in 11 quarters since.
  • Phoenix Financial's Snowflake position peaked at $979K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.