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Regal Investment Advisors’s Snap-on SNA Stock Holding History

Regal Investment 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
2026
Q1 		$456K Hold
1,254
– – 0.03% 451
2025
Q4 		$432K Buy
1,254
+2
+0.2% +$684 0.03% 449
2025
Q3 		$434K Hold
1,252
– – 0.03% 406
2025
Q2 		$390K Hold
1,252
– – 0.03% 383
2025
Q1 		$422K Buy
1,252
+4
+0.3% +$1.36K 0.03% 354
2024
Q4 		$424K Buy
1,248
+1
+0.1% +$338 0.03% 351
2024
Q3 		$361K Buy
1,247
+1
+0.1% +$276 0.03% 407
2024
Q2 		$326K Buy
1,246
+1
+0.1% +$275 0.02% 443
2024
Q1 		$369K Hold
1,245
– – 0.03% 416
2023
Q4 		$360K Buy
1,245
+1
+0.1% +$270 0.03% 387
2023
Q3 		$317K Buy
1,244
+1
+0.1% +$270 0.03% 378
2023
Q2 		$358K Hold
1,243
– – 0.03% 362
2023
Q1 		$307K Buy
1,243
+1
+0.1% +$244 0.03% 388
2022
Q4 		$284K Buy
1,242
+1
+0.1% +$226 0.03% 389
2022
Q3 		$250K Hold
1,241
– – 0.03% 400
2022
Q2 		$244K Buy
1,241
+1
+0.1% +$213 0.03% 418
2022
Q1 		$255K Buy
1,240
+1
+0.1% +$211 0.02% 450
2021
Q4 		$267K Hold
1,239
– – 0.02% 456
2021
Q3 		$259K Buy
1,239
+1
+0.1% +$222 0.03% 455
2021
Q2 		$277K Buy
+1,238
New +$296K 0.03% 435
2015
Q4 		– Sell
-1,159
Closed -$174K – 783
2015
Q3 		$174K Sell
1,159
-283
-20% -$45.4K 0.05% 256
2015
Q2 		$229K Buy
1,442
+29
+2% +$4.47K 0.06% 225
2015
Q1 		$208K Buy
1,413
+1,137
+412% +$160K 0.05% 248
2014
Q4 		$38K Buy
276
+40
+17% +$5.24K 0.01% 433
2014
Q3 		$29K Sell
236
-38
-14% -$4.67K 0.01% 493
2014
Q2 		$32K Buy
+274
New +$31.7K 0.01% 457

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

Regal Investment Advisors's SNA Position: Q1 2026 in Review

Regal Investment Advisors held its Snap-on (SNA) position steady in Q1 2026 at 1,254 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #451.

Regal Investment Advisors first reported a position in SNA in Q2 2014 and has held it in 26 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Regal Investment Advisors held 1,254 shares of Snap-on worth $456K as of Q1 2026.
  • Regal Investment Advisors left its Snap-on share count unchanged in Q1 2026.
  • Snap-on made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #451 holding.
  • Regal Investment Advisors first reported a position in Snap-on in Q2 2014 and has held it in 26 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.