Lantz Financial
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Lantz Financial’s Snap-on SNA Stock Holding History

Lantz 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
Q3 		$1.85M Sell
5,093
-1,756
-26% -$693K 0.34% 78
2026
Q2 		$2.76M Sell
6,849
-69
-1% -$26.1K 0.5% 50
2026
Q1 		$2.51M Sell
6,918
-606
-8% -$225K 0.52% 51
2025
Q4 		$2.59M Sell
7,524
-313
-4% -$107K 0.55% 48
2025
Q3 		$2.72M Sell
7,837
-28
-0.4% -$9.17K 0.6% 40
2025
Q2 		$2.45M Sell
7,865
-134
-2% -$42.6K 0.61% 45
2025
Q1 		$2.7M Sell
7,999
-423
-5% -$144K 0.74% 33
2024
Q4 		$2.86M Sell
8,422
-27
-0.3% -$9.11K 0.76% 30
2024
Q3 		$2.45M Buy
8,449
+27
+0.3% +$7.44K 0.66% 43
2024
Q2 		$2.2M Sell
8,422
-15
-0.2% -$4.12K 0.68% 40
2024
Q1 		$2.5M Sell
8,437
-40
-0.5% -$11.4K 0.8% 30
2023
Q4 		$2.45M Buy
8,477
+75
+0.9% +$20.2K 0.88% 20
2023
Q3 		$2.14M Sell
8,402
-231
-3% -$62.4K 0.85% 24
2023
Q2 		$2.49M Sell
8,633
-59
-0.7% -$15.3K 0.97% 20
2023
Q1 		$2.15M Sell
8,692
-179
-2% -$43.7K 0.89% 27
2022
Q4 		$2.03M Buy
8,871
+48
+0.5% +$10.8K 0.92% 25
2022
Q3 		$1.78M Sell
8,823
-44
-0.5% -$9.49K 0.92% 26
2022
Q2 		$1.75M Sell
8,867
-33
-0.4% -$7.03K 0.79% 27
2022
Q1 		$1.83M Buy
8,900
+145
+2% +$30.6K 0.74% 31
2021
Q4 		$1.89M Buy
8,755
+159
+2% +$34K 0.87% 30
2021
Q3 		$1.8M Buy
8,596
+67
+0.8% +$14.9K 0.92% 23
2021
Q2 		$1.91M Sell
8,529
-108
-1% -$25.9K 0.98% 21
2021
Q1 		$1.99M Buy
8,637
+1
+0% +$197 1.13% 18
2020
Q4 		$1.48M Sell
8,636
-235
-3% -$39.3K 0.92% 30
2020
Q3 		$1.3M Buy
8,871
+96
+1% +$13.9K 0.88% 35
2020
Q2 		$1.22M Sell
8,775
-920
-9% -$117K 0.87% 38
2020
Q1 		$1.06M Buy
+9,695
New +$1.43M 0.83% 42

Other funds holding SNA

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lantz Financial's SNA Position: Q3 2026 in Review

Lantz Financial reduced its Snap-on (SNA) stake by 26% in Q3 2026, selling an estimated $693K and leaving 5,093 shares worth $1.85M. The position accounts for 0.34% of the portfolio, ranked #78.

Lantz Financial first reported a position in SNA in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.86M in Q4 2024. 386 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Lantz Financial held 5,093 shares of Snap-on worth $1.85M as of Q3 2026.
  • Lantz Financial sold 1,756 Snap-on shares in Q3 2026, an estimated $693K.
  • Snap-on made up 0.34% of Lantz Financial's portfolio in Q3 2026, its #78 holding.
  • Lantz Financial first reported a position in Snap-on in Q1 2020 and has held it in 27 quarters since.
  • Lantz Financial's Snap-on position peaked at $2.86M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.