Perigon Wealth Management
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Perigon Wealth Management’s Snap-on SNA Stock Holding History

Perigon Wealth 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
Q3 		$961K Buy
2,644
+61
+2% +$24.1K 0.01% 619
2026
Q2 		$1.04M Buy
2,583
+1,508
+140% +$570K 0.02% 578
2026
Q1 		$391K Buy
1,075
+81
+8% +$30K 0.01% 911
2025
Q4 		$343K Buy
994
+78
+9% +$26.7K 0.01% 970
2025
Q3 		$317K Sell
916
-97
-10% -$31.8K 0.01% 927
2025
Q2 		$315K Buy
1,013
+80
+9% +$25.5K 0.01% 829
2025
Q1 		$315K Buy
933
+65
+7% +$22.1K 0.01% 796
2024
Q4 		$300K Buy
868
+75
+9% +$25.3K 0.01% 816
2024
Q3 		$230K Sell
793
-9
-1% -$2.48K 0.01% 885
2024
Q2 		$210K Sell
802
-6
-0.7% -$1.65K 0.01% 801
2024
Q1 		$239K Buy
+808
New +$229K 0.01% 742
2021
Q1 		– Sell
-131
Closed -$22K – 944
2020
Q4 		$22K Buy
+131
New +$21.9K ﹤0.01% 1015
2018
Q2 		– Sell
-970
Closed -$143K – 536
2018
Q1 		$143K Hold
970
– – 0.05% 195
2017
Q4 		$169K Hold
970
– – 0.06% 154
2017
Q3 		$145K Buy
+970
New +$146K 0.05% 220

Other funds holding SNA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perigon Wealth Management's SNA Position: Q3 2026 in Review

Perigon Wealth Management increased its Snap-on (SNA) stake by 2.4% in Q3 2026, buying an estimated $24.1K and bringing the position to 2,644 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #619.

Perigon Wealth Management first reported a position in SNA in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.04M in Q2 2026. 609 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Perigon Wealth Management held 2,644 shares of Snap-on worth $961K as of Q3 2026.
  • Perigon Wealth Management bought 61 Snap-on shares in Q3 2026, an estimated $24.1K.
  • Snap-on made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #619 holding.
  • Perigon Wealth Management first reported a position in Snap-on in Q3 2017 and has held it in 15 quarters since.
  • Perigon Wealth Management's Snap-on position peaked at $1.04M in Q2 2026.
  • 609 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.