Symphony Financial’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Sell
796
-691
-46% -$127K 0.02% 363
2026
Q1
$224K Sell
1,487
-217
-13% -$40.2K 0.03% 288
2025
Q4
$375K Buy
1,704
+352
+26% +$85.9K 0.05% 198
2025
Q3
$305K Sell
1,352
-270
-17% -$58K 0.04% 214
2025
Q2
$333K Buy
+1,622
New +$293K 0.04% 188
2021
Q2
Sell
-932
Closed -$220K 194
2021
Q1
$220K Buy
+932
New +$249K 0.06% 182

Other funds holding SNOW

Symphony Financial's SNOW Position: Q2 2026 in Review

Symphony Financial reduced its Snowflake (SNOW) stake by 46% in Q2 2026, selling an estimated $127K and leaving 796 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #363.

Symphony Financial first reported a position in SNOW in Q1 2021 and has held it in 6 quarters since. The position peaked at $375K in Q4 2025. 1,146 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Symphony Financial held 796 shares of Snowflake worth $201K as of Q2 2026.
  • Symphony Financial sold 691 Snowflake shares in Q2 2026, an estimated $127K.
  • Snowflake made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #363 holding.
  • Symphony Financial first reported a position in Snowflake in Q1 2021 and has held it in 6 quarters since.
  • Symphony Financial's Snowflake position peaked at $375K in Q4 2025.
  • 1,146 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.