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SVB Wealth’s Snap-on SNA Stock Holding History

SVB Wealth’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 		$3.58M Sell
8,897
-447
-5% -$169K 0.23% 87
2026
Q1 		$3.39M Buy
9,344
+1,051
+13% +$389K 0.22% 93
2025
Q4 		$2.86M Buy
8,293
+406
+5% +$139K 0.17% 116
2025
Q3 		$2.73M Buy
7,887
+178
+2% +$58.3K 0.15% 128
2025
Q2 		$2.4M Buy
+7,709
New +$2.45M 0.13% 144
2025
Q1 		– Sell
-1,340
Closed -$455K – 1755
2024
Q4 		$455K Buy
+1,340
New +$452K 0.01% 440
2020
Q1 		– Sell
-5,217
Closed -$884K – 682
2019
Q4 		$884K Sell
5,217
-606
-10% -$98.8K 0.02% 323
2019
Q3 		$912K Sell
5,823
-331
-5% -$50.9K 0.02% 291
2019
Q2 		$1.02M Sell
6,154
-196
-3% -$31.9K 0.03% 279
2019
Q1 		$994K Sell
6,350
-212
-3% -$33.7K 0.04% 221
2018
Q4 		$953K Sell
6,562
-1,093
-14% -$173K 0.04% 225
2018
Q3 		$1.41M Buy
7,655
+252
+3% +$43.9K 0.05% 215
2018
Q2 		$1.19M Sell
7,403
-383
-5% -$58K 0.05% 227
2018
Q1 		$1.15M Buy
7,786
+979
+14% +$161K 0.04% 239
2017
Q4 		$1.19M Buy
6,807
+345
+5% +$55.8K 0.04% 236
2017
Q3 		$963K Buy
+6,462
New +$971K 0.04% 260

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

SVB Wealth's SNA Position: Q2 2026 in Review

SVB Wealth reduced its Snap-on (SNA) stake by 4.8% in Q2 2026, selling an estimated $169K and leaving 8,897 shares worth $3.58M. The position accounts for 0.23% of the portfolio, ranked #87.

SVB Wealth first reported a position in SNA in Q3 2017 and has held it in 16 quarters since. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • SVB Wealth held 8,897 shares of Snap-on worth $3.58M as of Q2 2026.
  • SVB Wealth sold 447 Snap-on shares in Q2 2026, an estimated $169K.
  • Snap-on made up 0.23% of SVB Wealth's portfolio in Q2 2026, its #87 holding.
  • SVB Wealth first reported a position in Snap-on in Q3 2017 and has held it in 16 quarters since.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.