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Legacy Capital Group California’s Snap-on SNA Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-1,103
Closed -$380K – 350
2025
Q4 		$380K Buy
1,103
+9
+0.8% +$3.08K 0.09% 260
2025
Q3 		$379K Sell
1,094
-227
-17% -$74.3K 0.1% 253
2025
Q2 		$411K Buy
1,321
+241
+22% +$76.7K 0.11% 210
2025
Q1 		$364K Sell
1,080
-8
-0.7% -$2.72K 0.13% 199
2024
Q4 		$369K Sell
1,088
-1
-0.1% -$338 0.11% 214
2024
Q3 		$316K Sell
1,089
-284
-21% -$78.3K 0.11% 221
2024
Q2 		$359K Buy
1,373
+11
+0.8% +$3.02K 0.13% 203
2024
Q1 		$404K Sell
1,362
-20
-1% -$5.68K 0.15% 188
2023
Q4 		$399K Buy
1,382
+9
+0.7% +$2.43K 0.15% 191
2023
Q3 		$350K Sell
1,373
-2
-0.1% -$540 0.15% 187
2023
Q2 		$396K Buy
1,375
+62
+5% +$16.1K 0.16% 180
2023
Q1 		$324K Buy
+1,313
New +$321K 0.16% 184

Other funds holding SNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Legacy Capital Group California's SNA Position: Q1 2026 in Review

Legacy Capital Group California sold out of Snap-on (SNA) in Q1 2026, closing a stake of 1,103 shares — an estimated $380K sold.

Legacy Capital Group California first reported a position in SNA in Q1 2023 and held it in 12 quarters. The position peaked at $411K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Legacy Capital Group California reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,103 Snap-on shares in Q1 2026, an estimated $380K.
  • Legacy Capital Group California first reported a position in Snap-on in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Snap-on position peaked at $411K in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.