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Root Financial Partners, LLC

Position in SNA — Snap-on Inc

CIK 1977181 ENCINITAS, CA

Position in SNA

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$121,678
-$32,013 QoQ
Shares Held
335
-24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SNA Over Time

Shares Held

Position Value (USD)

Position in Tools & Accessories

Industrials · as of Mar 31, 2026

Root Financial Partners, LLC holds $494,605 across 9 Tools & Accessories names. SNA ranks #1 (24.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SNA
Snap-on Inc
This page
335 $121,678

All Filings in SNA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $121,678 335
2025-12-31 $153,691 446
2025-09-30 $149,700 432