JF
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Joule Financial’s Snap-on SNA Stock Holding History

Joule Financial’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 		$557K Buy
1,383
+14
+1% +$5.29K 0.15% 60
2026
Q1 		$497K Buy
1,369
+308
+29% +$114K 0.14% 66
2025
Q4 		$366K Buy
1,061
+88
+9% +$30.1K 0.11% 74
2025
Q3 		$337K Buy
973
+8
+0.8% +$2.62K 0.1% 83
2025
Q2 		$300K Buy
965
+349
+57% +$111K 0.1% 87
2025
Q1 		$208K Buy
616
+20
+3% +$6.8K 0.07% 99
2024
Q4 		$202K Buy
+596
New +$201K 0.07% 105
2024
Q1 		– Sell
-1,281
Closed -$370K – 116
2023
Q4 		$370K Buy
1,281
+107
+9% +$28.9K 0.17% 72
2023
Q3 		$299K Sell
1,174
-168
-13% -$45.4K 0.15% 80
2023
Q2 		$387K Buy
+1,342
New +$348K 0.2% 62

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

Joule Financial's SNA Position: Q2 2026 in Review

Joule Financial increased its Snap-on (SNA) stake by 1% in Q2 2026, buying an estimated $5.29K and bringing the position to 1,383 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #60.

Joule Financial first reported a position in SNA in Q2 2023 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Joule Financial held 1,383 shares of Snap-on worth $557K as of Q2 2026.
  • Joule Financial bought 14 Snap-on shares in Q2 2026, an estimated $5.29K.
  • Snap-on made up 0.15% of Joule Financial's portfolio in Q2 2026, its #60 holding.
  • Joule Financial first reported a position in Snap-on in Q2 2023 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

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