Private Advisory Group
SNOW icon

Private Advisory Group’s Snowflake SNOW Stock Holding History

Private Advisory Group’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
Q3 		$2.88M Buy
8,486
+7,379
+667% +$2.28M 0.15% 132
2026
Q2 		$282K Sell
1,107
-432
-28% -$79.5K 0.02% 262
2026
Q1 		$232K Sell
1,539
-626
-29% -$116K 0.02% 263
2025
Q4 		$475K Buy
+2,165
New +$528K 0.04% 162

Other funds holding SNOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Private Advisory Group's SNOW Position: Q3 2026 in Review

Private Advisory Group increased its Snowflake (SNOW) stake by 667% in Q3 2026, buying an estimated $2.28M and bringing the position to 8,486 shares worth $2.88M. The position accounts for 0.15% of the portfolio, ranked #132.

Private Advisory Group first reported a position in SNOW in Q4 2025 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Private Advisory Group held 8,486 shares of Snowflake worth $2.88M as of Q3 2026.
  • Private Advisory Group bought 7,379 Snowflake shares in Q3 2026, an estimated $2.28M.
  • Snowflake made up 0.15% of Private Advisory Group's portfolio in Q3 2026, its #132 holding.
  • Private Advisory Group first reported a position in Snowflake in Q4 2025 and has held it in 4 quarters since.
  • 986 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.