SFA
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Sequoia Financial Advisors’s Snap-on SNA Stock Holding History

Sequoia Financial 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 		$1.64M Sell
4,505
-370
-8% -$137K 0.01% 682
2025
Q4 		$1.68M Buy
4,875
+2,119
+77% +$725K 0.01% 644
2025
Q3 		$955K Buy
2,756
+1,096
+66% +$359K 0.01% 800
2025
Q2 		$517K Buy
1,660
+801
+93% +$255K ﹤0.01% 981
2025
Q1 		$289K Buy
859
+24
+3% +$8.16K ﹤0.01% 1078
2024
Q4 		$284K Buy
835
+66
+9% +$22.3K ﹤0.01% 1047
2024
Q3 		$223K Buy
769
+2
+0.3% +$551 ﹤0.01% 1124
2024
Q2 		$200K Sell
767
-5,227
-87% -$1.44M ﹤0.01% 1107
2024
Q1 		$1.78M Sell
5,994
-15
-0.2% -$4.26K 0.02% 348
2023
Q4 		$1.74M Buy
+6,009
New +$1.62M 0.02% 387

Other funds holding SNA

BlackRock
BlackRock New York $5.7T 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