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Amalgamated Bank’s Security National Financial SNFCA Stock Holding History

Amalgamated Bank’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-537
Closed -$5K – 2651
2025
Q4 		$5K Sell
537
-17
-3% -$137 ﹤0.01% 2739
2025
Q3 		$5K Sell
554
-1
-0.2% -$8 ﹤0.01% 2797
2025
Q2 		$5K Buy
+555
New +$4.97K ﹤0.01% 2790
2024
Q2 		– Sell
-487
Closed -$3K – 3103
2024
Q1 		$3K Sell
487
-775
-61% -$5.47K ﹤0.01% 2850
2023
Q4 		$10K Sell
1,262
-145
-10% -$997 ﹤0.01% 2862
2023
Q3 		$10K Buy
1,407
+1
+0.1% +$7 ﹤0.01% 2897
2023
Q2 		$10K Buy
+1,406
New +$8.95K ﹤0.01% 2960

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Amalgamated Bank's SNFCA Position: Q1 2026 in Review

Amalgamated Bank sold out of Security National Financial (SNFCA) in Q1 2026, closing a stake of 537 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in SNFCA in Q2 2023 and held it in 7 quarters. The position peaked at $10K in Q4 2023. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Amalgamated Bank reported no remaining Security National Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 537 Security National Financial shares in Q1 2026, an estimated $5K.
  • Amalgamated Bank first reported a position in Security National Financial in Q2 2023 and held it in 7 quarters.
  • Amalgamated Bank's Security National Financial position peaked at $10K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.