Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Snap-on SNA Stock Holding History

Pinnacle Wealth Planning Services’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 		$22.5K Sell
62
-4
-6% -$1.58K ﹤0.01% 1721
2026
Q2 		$26.6K Sell
66
-2
-3% -$756 ﹤0.01% 1652
2026
Q1 		$24.7K Sell
68
-2
-3% -$741 ﹤0.01% 1584
2025
Q4 		$24.1K Buy
+70
New +$23.9K ﹤0.01% 1629
2021
Q1 		– Sell
-77
Closed -$13K – 1693
2020
Q4 		$13K Buy
+77
New +$12.9K ﹤0.01% 1316

Other funds holding SNA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Snap-on (SNA) stake by 6.1% in Q3 2026, selling an estimated $1.58K and leaving 62 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Pinnacle Wealth Planning Services first reported a position in SNA in Q4 2020 and has held it in 5 quarters since. The position peaked at $26.6K in Q2 2026. 558 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 62 shares of Snap-on worth $22.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 4 Snap-on shares in Q3 2026, an estimated $1.58K.
  • Snap-on made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1721 holding.
  • Pinnacle Wealth Planning Services first reported a position in Snap-on in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Snap-on position peaked at $26.6K in Q2 2026.
  • 558 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.