Root Financial Partners
SNOW icon

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
Q3 		$213K Sell
627
-248
-28% -$76.6K 0.01% 421
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

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

Root Financial Partners's SNOW Position: Q3 2026 in Review

Root Financial Partners reduced its Snowflake (SNOW) stake by 28% in Q3 2026, selling an estimated $76.6K and leaving 627 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #421.

Root Financial Partners first reported a position in SNOW in Q3 2025 and has held it in 5 quarters since. The position peaked at $223K in Q2 2026. 986 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Root Financial Partners held 627 shares of Snowflake worth $213K as of Q3 2026.
  • Root Financial Partners sold 248 Snowflake shares in Q3 2026, an estimated $76.6K.
  • Snowflake made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #421 holding.
  • Root Financial Partners first reported a position in Snowflake in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Snowflake position peaked at $223K in Q2 2026.
  • 986 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.