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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
Q2 		$281K Sell
683
-152
-18% -$57.5K 0.13% 133
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sun Financial's SNA Position: Q2 2026 in Review

Sun Financial reduced its Snap-on (SNA) stake by 18% in Q2 2026, selling an estimated $57.5K and leaving 683 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #133.

Sun Financial first reported a position in SNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Sun Financial held 683 shares of Snap-on worth $281K as of Q2 2026.
  • Sun Financial sold 152 Snap-on shares in Q2 2026, an estimated $57.5K.
  • Snap-on made up 0.13% of Sun Financial's portfolio in Q2 2026, its #133 holding.
  • Sun Financial first reported a position in Snap-on in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Snap-on position peaked at $308K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.