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JFS Wealth Advisors’s Snap-on SNA Stock Holding History

JFS Wealth Advisors’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 		$23.3K Buy
58
+1
+2% +$378 ﹤0.01% 729
2026
Q1 		$20.7K Sell
57
-1
-2% -$371 ﹤0.01% 727
2025
Q4 		$20K Buy
58
+14
+32% +$4.79K ﹤0.01% 746
2025
Q3 		$15.2K Hold
44
– – ﹤0.01% 761
2025
Q2 		$13.7K Hold
44
– – ﹤0.01% 765
2025
Q1 		$14.8K Hold
44
– – ﹤0.01% 751
2024
Q4 		$14.9K Hold
44
– – ﹤0.01% 727
2024
Q3 		$12.7K Buy
44
+1
+2% +$276 ﹤0.01% 777
2024
Q2 		$11.2K Sell
43
-1
-2% -$275 ﹤0.01% 763
2024
Q1 		$13K Sell
44
-2
-4% -$568 ﹤0.01% 736
2023
Q4 		$13.3K Buy
46
+3
+7% +$810 ﹤0.01% 695
2023
Q3 		$11K Hold
43
– – ﹤0.01% 698
2023
Q2 		$12.4K Hold
43
– – ﹤0.01% 668
2023
Q1 		$10.6K Sell
43
-2
-4% -$488 ﹤0.01% 695
2022
Q4 		$10.3K Buy
45
+3
+7% +$678 ﹤0.01% 701
2022
Q3 		$8K Sell
42
-10
-19% -$2.16K ﹤0.01% 825
2022
Q2 		$10K Buy
52
+20
+63% +$4.26K ﹤0.01% 772
2022
Q1 		$7K Buy
32
+20
+167% +$4.22K ﹤0.01% 934
2021
Q4 		$3K Buy
+12
New +$2.56K ﹤0.01% 987

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

JFS Wealth Advisors's SNA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Snap-on (SNA) stake by 1.8% in Q2 2026, buying an estimated $378 and bringing the position to 58 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

JFS Wealth Advisors first reported a position in SNA in Q4 2021 and has held it in 19 quarters since. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • JFS Wealth Advisors held 58 shares of Snap-on worth $23.3K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Snap-on share in Q2 2026, an estimated $378.
  • Snap-on made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #729 holding.
  • JFS Wealth Advisors first reported a position in Snap-on in Q4 2021 and has held it in 19 quarters since.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.