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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Trek Financial's SNY Position: Q1 2026 in Review

Trek Financial increased its Sanofi (SNY) stake by 37% in Q1 2026, buying an estimated $75.9K and bringing the position to 6,027 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #388.

Trek Financial first reported a position in SNY in Q4 2025 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

Trek Financial held 6,027 shares of Sanofi worth $290K as of Q1 2026.
Trek Financial bought 1,627 Sanofi shares in Q1 2026, an estimated $75.9K.
Sanofi made up 0.02% of Trek Financial's portfolio in Q1 2026, its #388 holding.
Trek Financial first reported a position in Sanofi in Q4 2025 and has held it in 2 quarters since.
737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.