SFS
SNA icon

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

Stiles 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 		$749K Sell
2,063
-123
-6% -$45.6K 0.23% 94
2025
Q4 		$753K Buy
2,186
+11
+0.5% +$3.76K 0.23% 95
2025
Q3 		$754K Buy
2,175
+10
+0.5% +$3.27K 0.24% 94
2025
Q2 		$674K Sell
2,165
-448
-17% -$143K 0.23% 98
2025
Q1 		$880K Sell
2,613
-44
-2% -$15K 0.34% 84
2024
Q4 		$902K Buy
2,657
+15
+0.6% +$5.06K 0.33% 83
2024
Q3 		$765K Buy
2,642
+20
+0.8% +$5.51K 0.27% 88
2024
Q2 		$686K Buy
2,622
+60
+2% +$16.5K 0.26% 87
2024
Q1 		$759K Buy
2,562
+131
+5% +$37.2K 0.3% 83
2023
Q4 		$702K Buy
2,431
+9
+0.4% +$2.43K 0.32% 84
2023
Q3 		$618K Sell
2,422
-112
-4% -$30.3K 0.32% 90
2023
Q2 		$730K Buy
2,534
+13
+0.5% +$3.37K 0.36% 79
2023
Q1 		$622K Sell
2,521
-100
-4% -$24.4K 0.33% 87
2022
Q4 		$599K Buy
2,621
+17
+0.7% +$3.84K 0.34% 85
2022
Q3 		$524K Buy
2,604
+15
+0.6% +$3.23K 0.32% 87
2022
Q2 		$510K Buy
2,589
+15
+0.6% +$3.19K 0.31% 89
2022
Q1 		$529K Buy
2,574
+170
+7% +$35.9K 0.27% 98
2021
Q4 		$518K Buy
+2,404
New +$513K 0.25% 105

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

Stiles Financial Services's SNA Position: Q1 2026 in Review

Stiles Financial Services reduced its Snap-on (SNA) stake by 5.6% in Q1 2026, selling an estimated $45.6K and leaving 2,063 shares worth $749K. The position accounts for 0.23% of the portfolio, ranked #94.

Stiles Financial Services first reported a position in SNA in Q4 2021 and has held it in 18 quarters since. The position peaked at $902K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Stiles Financial Services held 2,063 shares of Snap-on worth $749K as of Q1 2026.
  • Stiles Financial Services sold 123 Snap-on shares in Q1 2026, an estimated $45.6K.
  • Snap-on made up 0.23% of Stiles Financial Services's portfolio in Q1 2026, its #94 holding.
  • Stiles Financial Services first reported a position in Snap-on in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Snap-on position peaked at $902K in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.