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Root Financial Partners’s Snowflake SNOW Stock Holding History

Root Financial Partners’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
Q2 		$223K Sell
875
-100
-10% -$18.4K 0.01% 364
2026
Q1 		$147K Buy
975
+799
+454% +$148K 0.01% 422
2025
Q4 		$38.6K Buy
176
+24
+16% +$5.86K ﹤0.01% 826
2025
Q3 		$34.3K Buy
+152
New +$32.6K ﹤0.01% 822

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Root Financial Partners's SNOW Position: Q2 2026 in Review

Root Financial Partners reduced its Snowflake (SNOW) stake by 10% in Q2 2026, selling an estimated $18.4K and leaving 875 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #364.

Root Financial Partners first reported a position in SNOW in Q3 2025 and has held it in 4 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Root Financial Partners held 875 shares of Snowflake worth $223K as of Q2 2026.
  • Root Financial Partners sold 100 Snowflake shares in Q2 2026, an estimated $18.4K.
  • Snowflake made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #364 holding.
  • Root Financial Partners first reported a position in Snowflake in Q3 2025 and has held it in 4 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.