Capital Advantage’s Snap-on SNA Stock Holding History

Capital Advantage’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 Q3	–	Sell	-500	Closed	-$201K	–	161
2026 Q2	$201K	Buy	+500	New	+$189K	0.02%	150

Other funds holding SNA

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

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

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Capital Advantage's SNA Position: Q3 2026 in Review

Capital Advantage sold out of Snap-on (SNA) in Q3 2026, closing a stake of 500 shares — an estimated $201K sold.

Capital Advantage first reported a position in SNA in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 279 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

Capital Advantage reported no remaining Snap-on position as of Q3 2026 after selling out during the quarter.
Capital Advantage sold 500 Snap-on shares in Q3 2026, an estimated $201K.
Capital Advantage first reported a position in Snap-on in Q2 2026 and held it in 1 quarter.
Capital Advantage's Snap-on position peaked at $201K in Q2 2026.
279 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.