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

Independent 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 		– Sell
-1,835
Closed -$667K – 1621
2026
Q1 		$667K Sell
1,835
-10
-0.5% -$3.71K 0.02% 785
2025
Q4 		$636K Sell
1,845
-176
-9% -$60.2K 0.01% 781
2025
Q3 		$700K Buy
2,021
+97
+5% +$31.8K 0.02% 720
2025
Q2 		$599K Buy
1,924
+123
+7% +$39.1K 0.02% 704
2025
Q1 		$607K Buy
1,801
+189
+12% +$64.2K 0.02% 641
2024
Q4 		$547K Sell
1,612
-29
-2% -$9.79K 0.02% 661
2024
Q3 		$475K Sell
1,641
-345
-17% -$95.1K 0.02% 673
2024
Q2 		$519K Buy
+1,986
New +$545K 0.02% 592

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return

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

Independent Financial Group sold out of Snap-on (SNA) in Q2 2026, closing a stake of 1,835 shares — an estimated $667K sold.

Independent Financial Group first reported a position in SNA in Q2 2024 and held it in 8 quarters. The position peaked at $700K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Independent Financial Group reported no remaining Snap-on position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,835 Snap-on shares in Q2 2026, an estimated $667K.
  • Independent Financial Group first reported a position in Snap-on in Q2 2024 and held it in 8 quarters.
  • Independent Financial Group's Snap-on position peaked at $700K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.