Physician Wealth Advisors
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Physician Wealth Advisors’s Snap SNAP Stock Holding History

Physician Wealth Advisors’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-89
Closed -$396 – 2588
2026
Q2 		$396 Sell
89
-9
-9% -$49 ﹤0.01% 2238
2026
Q1 		$451 Sell
98
-31
-24% -$183 ﹤0.01% 1961
2025
Q4 		$1.04K Sell
129
-408
-76% -$3.23K ﹤0.01% 1604
2025
Q3 		$4.14K Buy
537
+408
+316% +$3.38K ﹤0.01% 979
2025
Q2 		$1.12K Buy
+129
New +$1.07K ﹤0.01% 1329

Other funds holding SNAP

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's SNAP Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Snap (SNAP) in Q3 2026, closing a stake of 89 shares — an estimated $396 sold.

Physician Wealth Advisors first reported a position in SNAP in Q2 2025 and held it in 5 quarters. The position peaked at $4.14K in Q3 2025. 223 funds tracked by Wall St. Rank hold SNAP as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Snap position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 89 Snap shares in Q3 2026, an estimated $396.
  • Physician Wealth Advisors first reported a position in Snap in Q2 2025 and held it in 5 quarters.
  • Physician Wealth Advisors's Snap position peaked at $4.14K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Snap as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.