WBH Advisory’s Snap-on SNA Stock Holding History

WBH Advisory’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	$363K	Hold	1,000	–	–	0.02%	292
2026 Q2	$402K	Hold	1,000	–	–	0.03%	283
2026 Q1	$367K	Hold	1,000	–	–	0.03%	277
2025 Q4	$345K	Hold	1,000	–	–	0.03%	279
2025 Q3	$347K	Hold	1,000	–	–	0.03%	273
2025 Q2	$311K	Hold	1,000	–	–	0.03%	284
2025 Q1	$337K	Hold	1,000	–	–	0.03%	257
2024 Q4	$339K	Hold	1,000	–	–	0.03%	254
2024 Q3	$290K	Hold	1,000	–	–	0.03%	272
2024 Q2	$261K	Hold	1,000	–	–	0.03%	272
2024 Q1	$296K	Hold	1,000	–	–	0.03%	263
2023 Q4	$289K	Hold	1,000	–	–	0.03%	264
2023 Q3	$255K	Hold	1,000	–	–	0.03%	265
2023 Q2	$288K	Hold	1,000	–	–	0.03%	256
2023 Q1	$247K	Buy	+1,000	New	+$244K	0.03%	276
2022 Q3	$201K	Buy	+1,000	New	+$216K	0.03%	283
2022 Q2	–	Sell	-1,000	Closed	-$220K	–	321
2022 Q1	$220K	Hold	1,000	–	–	0.03%	294
2021 Q4	$215K	Hold	1,000	–	–	0.02%	300
2021 Q3	$209K	Hold	1,000	–	–	0.03%	281
2021 Q2	$220K	Hold	1,000	–	–	0.03%	256
2021 Q1	$231K	Buy	+1,000	New	+$197K	0.04%	253

Other funds holding SNA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

WBH Advisory's SNA Position: Q3 2026 in Review

WBH Advisory held its Snap-on (SNA) position steady in Q3 2026 at 1,000 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #292.

WBH Advisory first reported a position in SNA in Q1 2021 and has held it in 21 quarters since. The position peaked at $402K in Q2 2026. 665 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

WBH Advisory held 1,000 shares of Snap-on worth $363K as of Q3 2026.
WBH Advisory left its Snap-on share count unchanged in Q3 2026.
Snap-on made up 0.02% of WBH Advisory's portfolio in Q3 2026, its #292 holding.
WBH Advisory first reported a position in Snap-on in Q1 2021 and has held it in 21 quarters since.
WBH Advisory's Snap-on position peaked at $402K in Q2 2026.
665 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.