Sowell Financial Services’s Snap-on SNA Stock Holding History

Sowell Financial Services’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	$213K	Sell	585 -581	-50%	-$215K	0.01%	1017
2025 Q4	$402K	Sell	1,166 -68	-6%	-$23.3K	0.01%	720
2025 Q3	$428K	Buy	1,234 +38	+3%	+$12.4K	0.02%	675
2025 Q2	$372K	Sell	1,196 -79	-6%	-$25.1K	0.02%	702
2025 Q1	$430K	Buy	+1,275	New	+$433K	0.02%	627
2021 Q2	–	Sell	-2,617	Closed	-$655K	–	2383
2021 Q1	$655K	Buy	2,617 +256	+11%	+$50.4K	0.02%	545
2020 Q4	$404K	Buy	2,361 +552	+31%	+$92.3K	0.02%	590
2020 Q3	$266K	Buy	1,809 +37	+2%	+$5.37K	0.01%	650
2020 Q2	$245K	Buy	1,772 +143	+9%	+$18.2K	0.01%	654
2020 Q1	$177K	Buy	1,629 +1,332	+448%	+$197K	0.01%	683
2019 Q4	$50K	Sell	297 -1,089	-79%	-$178K	﹤0.01%	1151
2019 Q3	$217K	Buy	+1,386	New	+$213K	0.02%	613
2019 Q1	$212K	Sell	1,354 -665	-33%	-$106K	0.02%	511
2018 Q4	$293K	Sell	2,019 -13	-0.6%	-$2.06K	0.04%	391
2018 Q3	$373K	Buy	+2,032	New	+$354K	0.05%	245

Other funds holding SNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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