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BFC Planning, Inc.’s Snap-on SNA Stock Holding History

BFC Planning, Inc.’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 		$2.44M Buy
6,059
+73
+1% +$27.6K 0.1% 209
2026
Q1 		$2.17M Buy
5,986
+164
+3% +$60.8K 0.1% 217
2025
Q4 		$2.01M Buy
5,822
+162
+3% +$55.4K 0.09% 220
2025
Q3 		$1.96M Buy
5,660
+347
+7% +$114K 0.14% 128
2025
Q2 		$1.65M Buy
5,313
+529
+11% +$168K 0.13% 146
2025
Q1 		$1.61M Buy
4,784
+195
+4% +$66.3K 0.14% 139
2024
Q4 		$1.56M Buy
+4,589
New +$1.55M 0.13% 145

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s SNA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Snap-on (SNA) stake by 1.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 6,059 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #209.

BFC Planning, Inc. first reported a position in SNA in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • BFC Planning, Inc. held 6,059 shares of Snap-on worth $2.44M as of Q2 2026.
  • BFC Planning, Inc. bought 73 Snap-on shares in Q2 2026, an estimated $27.6K.
  • Snap-on made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #209 holding.
  • BFC Planning, Inc. first reported a position in Snap-on in Q4 2024 and has held it in 7 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.