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Financial Planning Hawaii’s Snap-on SNA Stock Holding History

Financial Planning Hawaii’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 		$820K Sell
2,037
-177
-8% -$66.9K 0.44% 51
2026
Q1 		$804K Sell
2,214
-80
-3% -$29.6K 0.47% 51
2025
Q4 		$791K Buy
+2,294
New +$784K 0.46% 55

Other funds holding SNA

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Financial Planning Hawaii's SNA Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Snap-on (SNA) stake by 8% in Q2 2026, selling an estimated $66.9K and leaving 2,037 shares worth $820K. The position accounts for 0.44% of the portfolio, ranked #51.

Financial Planning Hawaii first reported a position in SNA in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Financial Planning Hawaii held 2,037 shares of Snap-on worth $820K as of Q2 2026.
  • Financial Planning Hawaii sold 177 Snap-on shares in Q2 2026, an estimated $66.9K.
  • Snap-on made up 0.44% of Financial Planning Hawaii's portfolio in Q2 2026, its #51 holding.
  • Financial Planning Hawaii first reported a position in Snap-on in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.