UCFA
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United Capital Financial Advisors’s Snap SNAP Stock Holding History

United Capital Financial Advisors’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.2K Buy
+17,000
New +$100K ﹤0.01% 1608
2022
Q3 		– Sell
-80,176
Closed -$1.05M – 1146
2022
Q2 		$1.05M Sell
80,176
-40,268
-33% -$918K 0.01% 631
2022
Q1 		$4.33M Buy
120,444
+7,411
+7% +$268K 0.02% 388
2021
Q4 		$5.32M Buy
113,033
+6,574
+6% +$370K 0.02% 366
2021
Q3 		$7.86M Buy
106,459
+1,764
+2% +$127K 0.04% 303
2021
Q2 		$7.13M Buy
104,695
+11,569
+12% +$694K 0.04% 319
2021
Q1 		$4.87M Buy
93,126
+66,396
+248% +$3.82M 0.03% 363
2020
Q4 		$1.34M Sell
26,730
-3,848
-13% -$160K 0.01% 599
2020
Q3 		$798K Buy
30,578
+2,757
+10% +$64.1K 0.01% 716
2020
Q2 		$654K Buy
+27,821
New +$495K ﹤0.01% 775
2020
Q1 		– Sell
-11,416
Closed -$186K – 1350
2019
Q4 		$186K Sell
11,416
-44
-0.4% -$648 ﹤0.01% 1290
2019
Q3 		$181K Buy
11,460
+991
+9% +$15.9K ﹤0.01% 1210
2019
Q2 		$150K Hold
10,469
– – ﹤0.01% 1390
2019
Q1 		$115K Sell
10,469
-346
-3% -$2.94K ﹤0.01% 1308
2018
Q4 		$60K Buy
+10,815
New +$70.3K ﹤0.01% 1254
2018
Q3 		– Sell
-10,218
Closed -$134K – 1369
2018
Q2 		$134K Buy
+10,218
New +$132K ﹤0.01% 1257
2018
Q1 		– Sell
-12,237
Closed -$182K – 1359
2017
Q4 		$182K Sell
12,237
-2,914
-19% -$42.5K ﹤0.01% 1250
2017
Q3 		$220K Buy
+15,151
New +$219K ﹤0.01% 1208

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's SNAP Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Snap (SNAP) in Q1 2026: 17,000 shares worth $78.2K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in SNAP as recently as Q2 2022.

United Capital Financial Advisors first reported a position in SNAP in Q3 2017 and has held it in 18 quarters since. The position peaked at $7.86M in Q3 2021. 544 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.

  • United Capital Financial Advisors held 17,000 shares of Snap worth $78.2K as of Q1 2026.
  • Snap was a new United Capital Financial Advisors position in Q1 2026.
  • Snap made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1608 holding.
  • United Capital Financial Advisors first reported a position in Snap in Q3 2017 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Snap position peaked at $7.86M in Q3 2021.
  • 544 funds tracked by Wall St. Rank held Snap as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.