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Institute for Wealth Management’s Snap-on SNA Stock Holding History

Institute for Wealth Management’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 		$47.1K Buy
+117
New +$44.2K ﹤0.01% 888

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 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

Institute for Wealth Management's SNA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Snap-on (SNA) in Q2 2026: 117 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings.

636 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Institute for Wealth Management held 117 shares of Snap-on worth $47.1K as of Q2 2026.
  • Snap-on was a new Institute for Wealth Management position in Q2 2026.
  • Snap-on made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #888 holding.
  • 636 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.