Stiles Financial Services
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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
Q3 		$737K Sell
2,027
-14
-0.7% -$5.53K 0.19% 103
2026
Q2 		$821K Sell
2,041
-22
-1% -$8.32K 0.21% 95
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% +$3.2K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Stiles Financial Services's SNA Position: Q3 2026 in Review

Stiles Financial Services reduced its Snap-on (SNA) stake by 0.69% in Q3 2026, selling an estimated $5.53K and leaving 2,027 shares worth $737K. The position accounts for 0.19% of the portfolio, ranked #103.

Stiles Financial Services first reported a position in SNA in Q4 2021 and has held it in 20 quarters since. The position peaked at $902K in Q4 2024. 785 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Stiles Financial Services held 2,027 shares of Snap-on worth $737K as of Q3 2026.
  • Stiles Financial Services sold 14 Snap-on shares in Q3 2026, an estimated $5.53K.
  • Snap-on made up 0.19% of Stiles Financial Services's portfolio in Q3 2026, its #103 holding.
  • Stiles Financial Services first reported a position in Snap-on in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Snap-on position peaked at $902K in Q4 2024.
  • 785 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.