Position in SNA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,791,851
+$1,322,263 QoQ
Shares Held
6,938
+71.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#347
of 1,057 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNA Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,821,954 across 3 Tools & Accessories names. SNA ranks #1 (73.0% of the industry book) .
All Filings in SNA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,791,851 | 6,938 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,469,588 | 4,046 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,237,114 | 3,590 | Shares | Sole | 2026-01-28 | |
| 2024-09-30 | $205,114 | 708 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $465,796 | 1,782 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $245,270 | 828 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $21,322 | 99 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||