James T. Borello RIA
SNOW icon

James T. Borello RIA’s Snowflake SNOW Stock Holding History

James T. Borello RIA’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 		$39.7K Buy
117
+3
+3% +$927 0.01% 279
2026
Q2 		$29K Buy
114
+18
+19% +$3.31K 0.01% 327
2026
Q1 		$14.5K Buy
96
+32
+50% +$5.92K ﹤0.01% 450
2025
Q4 		$14K Buy
64
+15
+31% +$3.66K ﹤0.01% 340
2025
Q3 		$11.1K Buy
+49
New +$10.5K ﹤0.01% 298

Other funds holding SNOW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

James T. Borello RIA's SNOW Position: Q3 2026 in Review

James T. Borello RIA increased its Snowflake (SNOW) stake by 2.6% in Q3 2026, buying an estimated $927 and bringing the position to 117 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #279.

James T. Borello RIA first reported a position in SNOW in Q3 2025 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • James T. Borello RIA held 117 shares of Snowflake worth $39.7K as of Q3 2026.
  • James T. Borello RIA bought 3 Snowflake shares in Q3 2026, an estimated $927.
  • Snowflake made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #279 holding.
  • James T. Borello RIA first reported a position in Snowflake in Q3 2025 and has held it in 5 quarters since.
  • 388 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.