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Journey Retirement Planning & Investment Management’s Snap-on SNA Stock Holding History

Journey Retirement Planning & Investment 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 		$698K Sell
1,735
-142
-8% -$53.7K 0.54% 53
2026
Q1 		$682K Sell
1,877
-4,141
-69% -$1.53M 0.6% 47
2025
Q4 		$2.07M Buy
+6,018
New +$2.06M 0.43% 62

Other funds holding SNA

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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SNA Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Snap-on (SNA) stake by 7.6% in Q2 2026, selling an estimated $53.7K and leaving 1,735 shares worth $698K. The position accounts for 0.54% of the portfolio, ranked #53.

Journey Retirement Planning & Investment Management first reported a position in SNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 575 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,735 shares of Snap-on worth $698K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 142 Snap-on shares in Q2 2026, an estimated $53.7K.
  • Snap-on made up 0.54% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #53 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Snap-on in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Snap-on position peaked at $2.07M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.