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Confluence Wealth Services’s Snap-on SNA Stock Holding History

Confluence Wealth Services’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 		$2.79M Buy
6,938
+2,892
+71% +$1.09M 0.08% 108
2026
Q1 		$1.47M Buy
4,046
+456
+13% +$169K 0.06% 153
2025
Q4 		$1.24M Buy
+3,590
New +$1.23M 0.05% 159
2024
Q4 		– Sell
-708
Closed -$205K – 351
2024
Q3 		$205K Sell
708
-1,074
-60% -$296K 0.02% 335
2024
Q2 		$466K Buy
1,782
+954
+115% +$262K 0.04% 234
2024
Q1 		$245K Buy
+828
New +$235K 0.02% 301
2022
Q1 		– Sell
-99
Closed -$21K – 1014
2021
Q4 		$21K Buy
+99
New +$21.1K 0.01% 718

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

Confluence Wealth Services's SNA Position: Q2 2026 in Review

Confluence Wealth Services increased its Snap-on (SNA) stake by 71% in Q2 2026, buying an estimated $1.09M and bringing the position to 6,938 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #108.

Confluence Wealth Services first reported a position in SNA in Q4 2021 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Confluence Wealth Services held 6,938 shares of Snap-on worth $2.79M as of Q2 2026.
  • Confluence Wealth Services bought 2,892 Snap-on shares in Q2 2026, an estimated $1.09M.
  • Snap-on made up 0.08% of Confluence Wealth Services's portfolio in Q2 2026, its #108 holding.
  • Confluence Wealth Services first reported a position in Snap-on in Q4 2021 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.