SWGC
SNOW icon

Summit Wealth Group (Colorado)’s Snowflake SNOW Stock Holding History

Summit Wealth Group (Colorado)’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 		$376K Buy
+1,477
New +$272K 0.03% 259
2026
Q1 		– Sell
-1,145
Closed -$251K – 350
2025
Q4 		$251K Buy
+1,145
New +$279K 0.03% 235
2025
Q3 		– Sell
-1,042
Closed -$233K – 425
2025
Q2 		$233K Buy
+1,042
New +$188K 0.06% 213

Other funds holding SNOW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SNOW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Snowflake (SNOW) in Q2 2026: 1,477 shares worth $376K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in SNOW as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in SNOW in Q2 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,477 shares of Snowflake worth $376K as of Q2 2026.
  • Snowflake was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Snowflake made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #259 holding.
  • Summit Wealth Group (Colorado) first reported a position in Snowflake in Q2 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.