VBFG
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Vishria Bird Financial Group’s Snowflake SNOW Stock Holding History

Vishria Bird Financial Group’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
2025
Q2 		– Sell
-23,128
Closed -$3.38M – 94
2025
Q1 		$3.38M Sell
23,128
-501
-2% -$85K 1.15% 23
2024
Q4 		$3.65M Sell
23,629
-149
-0.6% -$21K 1.28% 21
2024
Q3 		$2.73M Sell
23,778
-17
-0.1% -$2.09K 1.04% 21
2024
Q2 		$3.21M Sell
23,795
-9
-0% -$1.33K 1.35% 20
2024
Q1 		$3.85M Buy
23,804
+648
+3% +$126K 1.65% 20
2023
Q4 		$4.61M Sell
23,156
-632
-3% -$107K 2.18% 18
2023
Q3 		$3.63M Sell
23,788
-6
-0% -$977 2.06% 16
2023
Q2 		$4.19M Sell
23,794
-25
-0.1% -$4.06K 2.49% 15
2023
Q1 		$3.67M Sell
23,819
-72
-0.3% -$10.6K 2.35% 15
2022
Q4 		$3.43M Sell
23,891
-30
-0.1% -$4.58K 2.39% 15
2022
Q3 		$4.07M Hold
23,921
– – 2.74% 16
2022
Q2 		$3.33M Buy
+23,921
New +$3.79M 2.21% 15

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vishria Bird Financial Group's SNOW Position: Q2 2025 in Review

Vishria Bird Financial Group sold out of Snowflake (SNOW) in Q2 2025, closing a stake of 23,128 shares — an estimated $3.38M sold.

Vishria Bird Financial Group first reported a position in SNOW in Q2 2022 and held it in 12 quarters. The position peaked at $4.61M in Q4 2023. 1,300 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

  • Vishria Bird Financial Group reported no remaining Snowflake position as of Q2 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 23,128 Snowflake shares in Q2 2025, an estimated $3.38M.
  • Vishria Bird Financial Group first reported a position in Snowflake in Q2 2022 and held it in 12 quarters.
  • Vishria Bird Financial Group's Snowflake position peaked at $4.61M in Q4 2023.
  • 1,300 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

Based on Vishria Bird Financial Group's 13F filing for Q2 2025, filed 7 Jul 2025.