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Synergy Financial Group’s Snowflake SNOW Stock Holding History

Synergy Financial 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
2026
Q1 		$550K Sell
3,646
-568
-13% -$105K 0.41% 51
2025
Q4 		$924K Sell
4,214
-91
-2% -$22.2K 0.65% 32
2025
Q3 		$971K Sell
4,305
-74
-2% -$15.9K 0.65% 32
2025
Q2 		$980K Sell
4,379
-316
-7% -$57.1K 0.72% 31
2025
Q1 		$686K Buy
4,695
+1,167
+33% +$198K 0.62% 41
2024
Q4 		$545K Buy
3,528
+703
+25% +$99K 0.45% 45
2024
Q3 		$324K Buy
2,825
+17
+0.6% +$2.09K 0.31% 58
2024
Q2 		$379K Buy
2,808
+506
+22% +$74.7K 0.4% 49
2024
Q1 		$372K Buy
2,302
+149
+7% +$28.9K 0.42% 51
2023
Q4 		$428K Sell
2,153
-382
-15% -$64.6K 0.53% 46
2023
Q3 		$387K Buy
2,535
+25
+1% +$4.07K 0.54% 43
2023
Q2 		$442K Buy
2,510
+437
+21% +$71K 0.6% 39
2023
Q1 		$320K Sell
2,073
-328
-14% -$48.1K 0.52% 47
2022
Q4 		$345K Sell
2,401
-951
-28% -$145K 0.68% 41
2022
Q3 		$570K Buy
3,352
+433
+15% +$71.7K 0.85% 33
2022
Q2 		$406K Buy
2,919
+252
+9% +$39.9K 0.64% 48
2022
Q1 		$611K Buy
2,667
+284
+12% +$73.4K 0.64% 44
2021
Q4 		$807K Buy
+2,383
New +$830K 0.72% 39

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

Synergy Financial Group's SNOW Position: Q1 2026 in Review

Synergy Financial Group reduced its Snowflake (SNOW) stake by 13% in Q1 2026, selling an estimated $105K and leaving 3,646 shares worth $550K. The position accounts for 0.41% of the portfolio, ranked #51.

Synergy Financial Group first reported a position in SNOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $980K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Synergy Financial Group held 3,646 shares of Snowflake worth $550K as of Q1 2026.
  • Synergy Financial Group sold 568 Snowflake shares in Q1 2026, an estimated $105K.
  • Snowflake made up 0.41% of Synergy Financial Group's portfolio in Q1 2026, its #51 holding.
  • Synergy Financial Group first reported a position in Snowflake in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Snowflake position peaked at $980K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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