Ameriprise
SNFCA icon

Ameriprise’s Security National Financial SNFCA Stock Holding History

Ameriprise’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 		$6.93M Buy
767,027
+88,392
+13% +$757K ﹤0.01% 2208
2025
Q4 		$5.82M Buy
678,635
+80,875
+14% +$652K ﹤0.01% 2329
2025
Q3 		$4.94M Buy
597,760
+81,991
+16% +$691K ﹤0.01% 2464
2025
Q2 		$4.61M Buy
515,769
+1,925
+0.4% +$17.2K ﹤0.01% 2427
2025
Q1 		$5.64M Buy
513,844
+20,036
+4% +$228K ﹤0.01% 2231
2024
Q4 		$5.39M Buy
493,808
+552
+0.1% +$5.56K ﹤0.01% 2305
2024
Q3 		$4.12M Buy
493,256
+15,921
+3% +$119K ﹤0.01% 2506
2024
Q2 		$3.29M Buy
+477,335
New +$3.04M ﹤0.01% 2593

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise's SNFCA Position: Q1 2026 in Review

Ameriprise increased its Security National Financial (SNFCA) stake by 13% in Q1 2026, buying an estimated $757K and bringing the position to 767,027 shares worth $6.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Ameriprise first reported a position in SNFCA in Q2 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Ameriprise held 767,027 shares of Security National Financial worth $6.93M as of Q1 2026.
  • Ameriprise bought 88,392 Security National Financial shares in Q1 2026, an estimated $757K.
  • Security National Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2208 holding.
  • Ameriprise first reported a position in Security National Financial in Q2 2024 and has held it in 8 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.