SF
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Summit Financial’s Snowflake SNOW Stock Holding History

Summit Financial’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 		$2.58M Sell
17,123
-2,008
-10% -$372K 0.03% 505
2025
Q4 		$4.2M Buy
19,131
+2,213
+13% +$540K 0.06% 301
2025
Q3 		$3.82M Buy
+16,918
New +$3.63M 0.06% 316

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

Summit Financial's SNOW Position: Q1 2026 in Review

Summit Financial reduced its Snowflake (SNOW) stake by 10% in Q1 2026, selling an estimated $372K and leaving 17,123 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #505.

Summit Financial first reported a position in SNOW in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Summit Financial held 17,123 shares of Snowflake worth $2.58M as of Q1 2026.
  • Summit Financial sold 2,008 Snowflake shares in Q1 2026, an estimated $372K.
  • Snowflake made up 0.03% of Summit Financial's portfolio in Q1 2026, its #505 holding.
  • Summit Financial first reported a position in Snowflake in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Snowflake position peaked at $4.2M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.