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Valeo Financial Advisors’s Snowflake SNOW Stock Holding History

Valeo Financial 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
2022
Q4 		– Sell
-100
Closed -$17K – 603
2022
Q3 		$17K Hold
100
– – ﹤0.01% 495
2022
Q2 		$14K Sell
100
-100
-50% -$15.8K ﹤0.01% 500
2022
Q1 		$46K Buy
+200
New +$51.7K ﹤0.01% 602

Other funds holding SNOW

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valeo Financial Advisors's SNOW Position: Q3 2026 in Review

Valeo Financial Advisors increased its Snowflake (SNOW) stake by 7.1% in Q3 2026, buying an estimated $187K and bringing the position to 9,173 shares worth $3.11M. The position accounts for 0.07% of the portfolio, ranked #135.

Valeo Financial Advisors first reported a position in SNOW in Q3 2020 and has held it in 25 quarters since. The position peaked at $4M in Q4 2023. 47 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Valeo Financial Advisors held 9,173 shares of Snowflake worth $3.11M as of Q3 2026.
  • Valeo Financial Advisors bought 606 Snowflake shares in Q3 2026, an estimated $187K.
  • Snowflake made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #135 holding.
  • Valeo Financial Advisors first reported a position in Snowflake in Q3 2020 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Snowflake position peaked at $4M in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.