Trifecta Capital Advisors’s Snowflake SNOW Stock Holding History

Trifecta Capital Advisors’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 Q3	$261K	Hold	770	–	–	0.03%	100
2026 Q2	$196K	Hold	770	–	–	0.03%	111
2026 Q1	$116K	Buy	770 +300	+64%	+$55.5K	0.02%	136
2025 Q4	$103K	Buy	470 +85	+22%	+$20.7K	0.02%	137
2025 Q3	$86.8K	Sell	385 -11	-3%	-$2.36K	0.01%	149
2025 Q2	$88.6K	Buy	396 +11	+3%	+$1.99K	0.01%	149
2025 Q1	$56.3K	Hold	385	–	–	0.01%	135
2024 Q4	$59.4K	Hold	385	–	–	0.01%	129
2024 Q3	$44.2K	Buy	385 +5	+1%	+$615	0.01%	148
2024 Q2	$51.3K	Hold	380	–	–	0.01%	139
2024 Q1	$61.4K	Hold	380	–	–	0.01%	132
2023 Q4	$75.6K	Hold	380	–	–	0.02%	117
2023 Q3	$58.1K	Hold	380	–	–	0.02%	129
2023 Q2	$66.9K	Hold	380	–	–	0.02%	124
2023 Q1	$58.6K	Hold	380	–	–	0.02%	134
2022 Q4	$54.5K	Buy	+380	New	+$58K	0.02%	124

Other funds holding SNOW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Trifecta Capital Advisors's SNOW Position: Q3 2026 in Review

Trifecta Capital Advisors held its Snowflake (SNOW) position steady in Q3 2026 at 770 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #100.

Trifecta Capital Advisors first reported a position in SNOW in Q4 2022 and has held it in 16 quarters since. 986 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

Trifecta Capital Advisors held 770 shares of Snowflake worth $261K as of Q3 2026.
Trifecta Capital Advisors left its Snowflake share count unchanged in Q3 2026.
Snowflake made up 0.03% of Trifecta Capital Advisors's portfolio in Q3 2026, its #100 holding.
Trifecta Capital Advisors first reported a position in Snowflake in Q4 2022 and has held it in 16 quarters since.
986 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.