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Sun Financial’s Snap-on SNA Stock Holding History

Sun Financial’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 		$306K Sell
835
-58
-6% -$21.5K 0.15% 128
2025
Q4 		$308K Buy
+893
New +$305K 0.17% 125

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $123B AUM 38.85% 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

Sun Financial's SNA Position: Q1 2026 in Review

Sun Financial reduced its Snap-on (SNA) stake by 6.5% in Q1 2026, selling an estimated $21.5K and leaving 835 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #128.

Sun Financial first reported a position in SNA in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Sun Financial held 835 shares of Snap-on worth $306K as of Q1 2026.
  • Sun Financial sold 58 Snap-on shares in Q1 2026, an estimated $21.5K.
  • Snap-on made up 0.15% of Sun Financial's portfolio in Q1 2026, its #128 holding.
  • Sun Financial first reported a position in Snap-on in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Snap-on position peaked at $308K in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.