Summit Securities Group’s Snowflake SNOW Stock Holding History

Summit Securities Group’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
2021 Q2	–	Sell	-40	Closed	-$917K	–	847
2021 Q1	$917K	Sell	40 -5	-11%	-$1.33K	0.1%	214
2020 Q4	$1.27M	Buy	+45	New	+$12.8K	0.11%	206

Other funds holding SNOW

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's SNOW Position: Q1 2026 in Review

Summit Securities Group sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 400 shares — an estimated $87.7K sold.

Summit Securities Group first reported a position in SNOW in Q4 2020 and held it in 5 quarters. The position peaked at $459K in Q1 2021. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Summit Securities Group reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 400 Snowflake shares in Q1 2026, an estimated $87.7K.
Summit Securities Group first reported a position in Snowflake in Q4 2020 and held it in 5 quarters.
Summit Securities Group's Snowflake position peaked at $459K in Q1 2021.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.