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RFG - Bristol Wealth Advisors’s Sandisk SNDK Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$355K Hold
204
– – 0.08% 127
2026
Q2 		$464K Buy
+204
New +$291K 0.11% 116

Other funds holding SNDK

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US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RFG - Bristol Wealth Advisors's SNDK Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors held its Sandisk (SNDK) position steady in Q3 2026 at 204 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #127.

RFG - Bristol Wealth Advisors first reported a position in SNDK in Q2 2026 and has held it in 2 quarters since. The position peaked at $464K in Q2 2026. 137 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 204 shares of Sandisk worth $355K as of Q3 2026.
  • RFG - Bristol Wealth Advisors left its Sandisk share count unchanged in Q3 2026.
  • Sandisk made up 0.08% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Sandisk in Q2 2026 and has held it in 2 quarters since.
  • RFG - Bristol Wealth Advisors's Sandisk position peaked at $464K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.