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Personal CFO Solutions’s Snap-on SNA Stock Holding History

Personal CFO Solutions’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
-663
Closed -$229K – 562
2025
Q4 		$229K Sell
663
-33
-5% -$11.3K 0.04% 465
2025
Q3 		$241K Sell
696
-34
-5% -$11.1K 0.04% 435
2025
Q2 		$227K Sell
730
-7
-0.9% -$2.23K 0.04% 428
2025
Q1 		$248K Buy
737
+14
+2% +$4.76K 0.05% 368
2024
Q4 		$245K Buy
+723
New +$244K 0.05% 385
2024
Q1 		– Sell
-1,241
Closed -$359K – 575
2023
Q4 		$359K Buy
1,241
+226
+22% +$61K 0.06% 324
2023
Q3 		$259K Sell
1,015
-14
-1% -$3.78K 0.05% 362
2023
Q2 		$297K Sell
1,029
-50
-5% -$12.9K 0.06% 332
2023
Q1 		$266K Buy
1,079
+81
+8% +$19.8K 0.06% 349
2022
Q4 		$228K Sell
998
-2,582
-72% -$584K 0.05% 384
2022
Q3 		$721K Buy
3,580
+582
+19% +$125K 0.18% 108
2022
Q2 		$591K Sell
2,998
-599
-17% -$128K 0.14% 128
2022
Q1 		$739K Buy
3,597
+866
+32% +$183K 0.15% 132
2021
Q4 		$588K Buy
+2,731
New +$583K 0.11% 177

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

Personal CFO Solutions's SNA Position: Q1 2026 in Review

Personal CFO Solutions sold out of Snap-on (SNA) in Q1 2026, closing a stake of 663 shares — an estimated $229K sold.

Personal CFO Solutions first reported a position in SNA in Q4 2021 and held it in 14 quarters. The position peaked at $739K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Personal CFO Solutions reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 663 Snap-on shares in Q1 2026, an estimated $229K.
  • Personal CFO Solutions first reported a position in Snap-on in Q4 2021 and held it in 14 quarters.
  • Personal CFO Solutions's Snap-on position peaked at $739K in Q1 2022.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.