Transamerica Financial Advisors’s Snap-on SNA Stock Holding History

Transamerica Financial Advisors’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	$357K	Buy	981 +111	+13%	+$41.1K	0.03%	316
2025 Q4	$300K	Buy	870 +182	+26%	+$62.2K	0.03%	303
2025 Q3	$238K	Buy	688 +525	+322%	+$172K	0.02%	305
2025 Q2	$50.6K	Sell	163 -2	-1%	-$636	﹤0.01%	308
2025 Q1	$56K	Sell	165 -3	-2%	-$1.02K	0.01%	304
2024 Q4	$58K	Sell	168 -147	-47%	-$49.6K	0.01%	308
2024 Q3	$92K	Buy	+315	New	+$86.8K	0.01%	277
2020 Q3	–	Sell	-10	Closed	-$2K	–	428
2020 Q2	$2K	Buy	+10	New	+$1.27K	﹤0.01%	320
2019 Q3	–	Sell	-1,098	Closed	-$182K	–	457
2019 Q2	$182K	Buy	+1,098	New	+$179K	0.04%	174
2019 Q1	–	Sell	-1,163	Closed	-$169K	–	398
2018 Q4	$169K	Sell	1,163 -353	-23%	-$55.8K	0.04%	161
2018 Q3	$279K	Sell	1,516 -82	-5%	-$14.3K	0.06%	160
2018 Q2	$257K	Sell	1,598 -1,173	-42%	-$177K	0.06%	167
2018 Q1	$409K	Buy	+2,771	New	+$455K	0.06%	175

Other funds holding SNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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