Root Financial Partners
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Root Financial Partners’s Snap-on SNA Stock Holding History

Root Financial Partners’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 		$125K Buy
+344
New +$136K ﹤0.01% 628
2026
Q2 		– Sell
-335
Closed -$122K – 2752
2026
Q1 		$122K Sell
335
-111
-25% -$41.1K 0.01% 496
2025
Q4 		$154K Buy
446
+14
+3% +$4.79K 0.01% 343
2025
Q3 		$150K Buy
+432
New +$141K 0.01% 336

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Dimensional Fund Advisors
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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

Root Financial Partners's SNA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Snap-on (SNA) in Q3 2026: 344 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SNA as recently as Q1 2026.

Root Financial Partners first reported a position in SNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $154K in Q4 2025. 558 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Root Financial Partners held 344 shares of Snap-on worth $125K as of Q3 2026.
  • Snap-on was a new Root Financial Partners position in Q3 2026.
  • Snap-on made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #628 holding.
  • Root Financial Partners first reported a position in Snap-on in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Snap-on position peaked at $154K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.