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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's SNOW Position: Q1 2026 in Review

Root Financial Partners increased its Snowflake (SNOW) stake by 454% in Q1 2026, buying an estimated $148K and bringing the position to 975 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #422.

Root Financial Partners first reported a position in SNOW in Q3 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Root Financial Partners held 975 shares of Snowflake worth $147K as of Q1 2026.
  • Root Financial Partners bought 799 Snowflake shares in Q1 2026, an estimated $148K.
  • Snowflake made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #422 holding.
  • Root Financial Partners first reported a position in Snowflake in Q3 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.