CX Institutional
SNA icon

CX Institutional’s Snap-on SNA Stock Holding History

CX Institutional’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 		$163K Buy
449
+2
+0.4% +$789 ﹤0.01% 783
2026
Q2 		$180K Buy
447
+43
+11% +$16.3K 0.01% 764
2026
Q1 		$147K Buy
404
+4
+1% +$1.48K ﹤0.01% 790
2025
Q4 		$138K Buy
400
+50
+14% +$17.1K ﹤0.01% 795
2025
Q3 		$121K Buy
350
+108
+45% +$35.4K ﹤0.01% 796
2025
Q2 		$75K Sell
242
-94
-28% -$29.9K ﹤0.01% 803
2025
Q1 		$113K Buy
+336
New +$114K ﹤0.01% 729
2022
Q3 		– Sell
-73
Closed -$14K – 1028
2022
Q2 		$14K Buy
+73
New +$15.6K ﹤0.01% 904
2021
Q4 		– Sell
-142
Closed -$30K – 813
2021
Q3 		$30K Buy
142
+20
+16% +$4.43K ﹤0.01% 668
2021
Q2 		$27K Sell
122
-6
-5% -$1.44K ﹤0.01% 684
2021
Q1 		$30K Sell
128
-4
-3% -$788 ﹤0.01% 601
2020
Q4 		$23K Sell
132
-235
-64% -$39.3K ﹤0.01% 589
2020
Q3 		$54K Sell
367
-15,077
-98% -$2.19M 0.01% 376
2020
Q2 		$2.14M Buy
15,444
+3,793
+33% +$482K 0.28% 87
2020
Q1 		$1.27M Buy
11,651
+6,683
+135% +$987K 0.21% 122
2019
Q4 		$842K Buy
4,968
+129
+3% +$21K 0.15% 120
2019
Q3 		$758K Buy
4,839
+4
+0.1% +$615 0.12% 143
2019
Q2 		$801K Sell
4,835
-814
-14% -$132K 0.13% 140
2019
Q1 		$884K Buy
5,649
+5,606
+13,037% +$890K 0.16% 138
2018
Q4 		$6K Buy
+43
New +$6.8K ﹤0.01% 387

Other funds holding SNA

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CX Institutional's SNA Position: Q3 2026 in Review

CX Institutional increased its Snap-on (SNA) stake by 0.45% in Q3 2026, buying an estimated $789 and bringing the position to 449 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

CX Institutional first reported a position in SNA in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.14M in Q2 2020. 254 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • CX Institutional held 449 shares of Snap-on worth $163K as of Q3 2026.
  • CX Institutional bought 2 Snap-on shares in Q3 2026, an estimated $789.
  • Snap-on made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #783 holding.
  • CX Institutional first reported a position in Snap-on in Q4 2018 and has held it in 20 quarters since.
  • CX Institutional's Snap-on position peaked at $2.14M in Q2 2020.
  • 254 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.