Valmark Advisers’s Sandisk SNDK Stock Holding History

Valmark Advisers’s Portfolio SNDK Stock Details SNDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$327K	Buy	+188	New	+$294K	﹤0.01%	618

Other funds holding SNDK

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Valmark Advisers's SNDK Position: Q3 2026 in Review

Valmark Advisers opened a new position in Sandisk (SNDK) in Q3 2026: 188 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings.

1,339 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

Valmark Advisers held 188 shares of Sandisk worth $327K as of Q3 2026.
Sandisk was a new Valmark Advisers position in Q3 2026.
Sandisk made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #618 holding.
1,339 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.