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Trek Financial’s Sanofi SNY Stock Holding History

Trek Financial’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
6,156
+129
+2% +$5.76K 0.01% 429
2026
Q1 		$290K Buy
6,027
+1,627
+37% +$75.9K 0.02% 388
2025
Q4 		$213K Buy
+4,400
New +$218K 0.01% 426

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Trek Financial's SNY Position: Q2 2026 in Review

Trek Financial increased its Sanofi (SNY) stake by 2.1% in Q2 2026, buying an estimated $5.76K and bringing the position to 6,156 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #429.

Trek Financial first reported a position in SNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Trek Financial held 6,156 shares of Sanofi worth $263K as of Q2 2026.
  • Trek Financial bought 129 Sanofi shares in Q2 2026, an estimated $5.76K.
  • Sanofi made up 0.01% of Trek Financial's portfolio in Q2 2026, its #429 holding.
  • Trek Financial first reported a position in Sanofi in Q4 2025 and has held it in 3 quarters since.
  • Trek Financial's Sanofi position peaked at $290K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

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