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Retirement Wealth Solutions’s Snowflake SNOW Stock Holding History

Retirement Wealth 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
Q3 		$16.6K Buy
49
+5
+11% +$1.54K 0.01% 198
2026
Q2 		$11.2K Buy
44
+21
+91% +$3.86K 0.01% 220
2026
Q1 		$3.47K Buy
23
+15
+188% +$2.78K ﹤0.01% 388
2025
Q4 		$1.75K Buy
8
+5
+167% +$1.22K ﹤0.01% 483
2025
Q3 		$677 Buy
+3
New +$644 ﹤0.01% 651

Other funds holding SNOW

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Retirement Wealth Solutions's SNOW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Snowflake (SNOW) stake by 11% in Q3 2026, buying an estimated $1.54K and bringing the position to 49 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Retirement Wealth Solutions first reported a position in SNOW in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Retirement Wealth Solutions held 49 shares of Snowflake worth $16.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 5 Snowflake shares in Q3 2026, an estimated $1.54K.
  • Snowflake made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #198 holding.
  • Retirement Wealth Solutions first reported a position in Snowflake in Q3 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.