Peak Financial Advisors’s Snap-on SNA Stock Holding History

Peak Financial 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
2025 Q3	–	Sell	-7,822	Closed	-$2.43M	–	103
2025 Q2	$2.43M	Buy	+7,822	New	+$2.49M	1.25%	30

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's SNA Position: Q3 2025 in Review

Peak Financial Advisors sold out of Snap-on (SNA) in Q3 2025, closing a stake of 7,822 shares — an estimated $2.43M sold.

Peak Financial Advisors first reported a position in SNA in Q2 2025 and held it in 1 quarter. The position peaked at $2.43M in Q2 2025. 954 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

Peak Financial Advisors reported no remaining Snap-on position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 7,822 Snap-on shares in Q3 2025, an estimated $2.43M.
Peak Financial Advisors first reported a position in Snap-on in Q2 2025 and held it in 1 quarter.
Peak Financial Advisors's Snap-on position peaked at $2.43M in Q2 2025.
954 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.