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B. Riley Wealth Advisors’s Snap-on SNA Stock Holding History

B. Riley Wealth Advisors’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Sell
1,212
-110
-8% -$41.6K 0.03% 484
2026
Q1 		$472K Sell
1,322
-84
-6% -$31.1K 0.03% 450
2025
Q4 		$484K Sell
1,406
-90
-6% -$30.8K 0.02% 532
2025
Q3 		$518K Sell
1,496
-28
-2% -$9.17K 0.02% 511
2025
Q2 		$474K Buy
+1,524
New +$485K 0.02% 546
2024
Q4 		$617K Sell
1,817
-154
-8% -$52K 0.02% 615
2024
Q3 		$571K Sell
1,971
-372
-16% -$103K 0.02% 695
2024
Q2 		$612K Sell
2,343
-1,322
-36% -$363K 0.02% 721
2024
Q1 		$935K Buy
3,665
+1,464
+67% +$416K 0.03% 543
2023
Q4 		$636K Sell
2,201
-1,464
-40% -$395K 0.02% 699
2023
Q3 		$935K Buy
3,665
+1,741
+90% +$470K 0.03% 543
2023
Q2 		$554K Sell
1,924
-153
-7% -$39.6K 0.01% 799
2023
Q1 		$513K Buy
2,077
+21
+1% +$5.13K 0.01% 792
2022
Q4 		$470K Buy
2,056
+295
+17% +$66.7K 0.01% 811
2022
Q3 		$355K Buy
1,761
+68
+4% +$14.7K 0.01% 919
2022
Q2 		$335K Buy
1,693
+100
+6% +$21.3K 0.01% 827
2022
Q1 		$328K Sell
1,593
-833
-34% -$176K 0.01% 966
2021
Q4 		$523K Buy
2,426
+286
+13% +$61.1K 0.02% 784
2021
Q3 		$447K Buy
2,140
+806
+60% +$179K 0.01% 830
2021
Q2 		$298K Sell
1,334
-1,129
-46% -$270K 0.01% 1022
2021
Q1 		$569K Buy
2,463
+455
+23% +$89.6K 0.02% 675
2020
Q4 		$344K Sell
2,008
-350
-15% -$58.5K 0.02% 681
2020
Q3 		$346K Buy
2,358
+108
+5% +$15.7K 0.02% 668
2020
Q2 		$312K Sell
2,250
-473
-17% -$60.1K 0.02% 623
2020
Q1 		$296K Buy
2,723
+920
+51% +$136K 0.03% 538
2019
Q4 		$306K Buy
+1,803
New +$294K 0.03% 594
2015
Q1 		– Sell
-83
Closed -$11 – 1768
2014
Q4 		$11 Buy
+83
New +$10.9K ﹤0.01% 2828

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors's SNA Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Snap-on (SNA) stake by 8.3% in Q2 2026, selling an estimated $41.6K and leaving 1,212 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #484.

B. Riley Wealth Advisors first reported a position in SNA in Q4 2014 and has held it in 27 quarters since. The position peaked at $935K in Q1 2024. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • B. Riley Wealth Advisors held 1,212 shares of Snap-on worth $483K as of Q2 2026.
  • B. Riley Wealth Advisors sold 110 Snap-on shares in Q2 2026, an estimated $41.6K.
  • Snap-on made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #484 holding.
  • B. Riley Wealth Advisors first reported a position in Snap-on in Q4 2014 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Snap-on position peaked at $935K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.