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Carter Financial Group’s Snap-on SNA Stock Holding History

Carter Financial Group’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 		$706K Buy
1,755
+8
+0.5% +$3.02K 0.37% 56
2026
Q1 		$635K Buy
1,747
+11
+0.6% +$4.08K 0.39% 51
2025
Q4 		$598K Buy
1,736
+12
+0.7% +$4.1K 0.35% 51
2025
Q3 		$597K Buy
1,724
+15
+0.9% +$4.91K 0.36% 50
2025
Q2 		$528K Buy
+1,709
New +$544K 0.35% 54

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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Carter Financial Group's SNA Position: Q2 2026 in Review

Carter Financial Group increased its Snap-on (SNA) stake by 0.46% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,755 shares worth $706K. The position accounts for 0.37% of the portfolio, ranked #56.

Carter Financial Group first reported a position in SNA in Q2 2025 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Carter Financial Group held 1,755 shares of Snap-on worth $706K as of Q2 2026.
  • Carter Financial Group bought 8 Snap-on shares in Q2 2026, an estimated $3.02K.
  • Snap-on made up 0.37% of Carter Financial Group's portfolio in Q2 2026, its #56 holding.
  • Carter Financial Group first reported a position in Snap-on in Q2 2025 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.