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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
Q2 		$4.14M Sell
16,252
-871
-5% -$160K 0.05% 396
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 $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

Summit Financial's SNOW Position: Q2 2026 in Review

Summit Financial reduced its Snowflake (SNOW) stake by 5.1% in Q2 2026, selling an estimated $160K and leaving 16,252 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #396.

Summit Financial first reported a position in SNOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.2M in Q4 2025. 1,461 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Summit Financial held 16,252 shares of Snowflake worth $4.14M as of Q2 2026.
  • Summit Financial sold 871 Snowflake shares in Q2 2026, an estimated $160K.
  • Snowflake made up 0.05% of Summit Financial's portfolio in Q2 2026, its #396 holding.
  • Summit Financial first reported a position in Snowflake in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Snowflake position peaked at $4.2M in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.