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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
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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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's SNA Position: Q2 2026 in Review

Root Financial Partners sold out of Snap-on (SNA) in Q2 2026, closing a stake of 335 shares — an estimated $122K sold.

Root Financial Partners first reported a position in SNA in Q3 2025 and held it in 3 quarters. The position peaked at $154K in Q4 2025. 1,064 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Root Financial Partners reported no remaining Snap-on position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 335 Snap-on shares in Q2 2026, an estimated $122K.
  • Root Financial Partners first reported a position in Snap-on in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Snap-on position peaked at $154K in Q4 2025.
  • 1,064 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.