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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
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

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

Root Financial Partners's SNA Position: Q1 2026 in Review

Root Financial Partners reduced its Snap-on (SNA) stake by 25% in Q1 2026, selling an estimated $41.1K and leaving 335 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #496.

Root Financial Partners first reported a position in SNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Root Financial Partners held 335 shares of Snap-on worth $122K as of Q1 2026.
  • Root Financial Partners sold 111 Snap-on shares in Q1 2026, an estimated $41.1K.
  • Snap-on made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #496 holding.
  • Root Financial Partners first reported a position in Snap-on in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Snap-on position peaked at $154K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.