EP Wealth Advisors, LLC

Position in SNA — Snap-on Inc

CIK 1540569 TORRANCE, CA

Position in SNA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$877,634

+$465,017 QoQ

Shares Held

2,181

+92.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 1,057 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,581,878 across 5 Tools & Accessories names. SNA ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTC	Toro Co	12,340	$1,202,162
2	TKR	Timken Co	6,901	$1,002,853
3	SNA	Snap-on Inc This page	2,181	$877,634
4	RBC	RBC Bearings INC	504	$324,606
5	HLMN	Hillman Solutions Corp.	20,690	$174,623

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,634	2,181	+92.0%	Shares	Sole	2026-08-12
2026-03-31	$412,617	1,136	-12.0%	Shares	Sole	2026-05-14
2025-12-31	$444,878	1,291	+24.9%	Shares	Sole	2026-02-18
2025-06-30	$321,760	1,034	-3.9%	Shares	Sole	2025-08-14
2025-03-31	$362,622	1,076	-36.1%	Shares	Sole	2025-05-15
2024-12-31	$571,684	1,684	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$499,749	1,725	+101.3%	Shares	Sole	2024-11-15
2024-06-30	$224,011	857	+5.8%	Shares	Sole	2024-08-19
2024-03-31	$239,938	810	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$228,183	790	—	Shares	Sole	2024-02-28
No filing history on record for this holder in this stock.