Ameritas Investment Partners’s Security National Financial SNFCA Stock Holding History

Ameritas Investment Partners’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	$15K	Hold	1,657	–	–	﹤0.01%	2728
2025 Q4	$14.2K	Hold	1,657	–	–	﹤0.01%	2785
2025 Q3	$13.7K	Hold	1,657	–	–	﹤0.01%	2846
2025 Q2	$14.8K	Buy	+1,657	New	+$14.8K	﹤0.01%	2803
2024 Q2	–	Sell	-1,194	Closed	-$8.15K	–	3224
2024 Q1	$8.15K	Hold	1,194	–	–	﹤0.01%	2866
2023 Q4	$9.28K	Hold	1,194	–	–	﹤0.01%	2863
2023 Q3	$8.08K	Hold	1,194	–	–	﹤0.01%	2891
2023 Q2	$8.71K	Buy	+1,194	New	+$7.6K	﹤0.01%	2950
2021 Q2	–	Sell	-1,127	Closed	-$8K	–	3216
2021 Q1	$8K	Hold	1,127	–	–	﹤0.01%	2928
2020 Q4	$7K	Hold	1,127	–	–	﹤0.01%	2917
2020 Q3	$5K	Sell	1,127 -1	-0.1%	-$5	﹤0.01%	2983
2020 Q2	$6K	Buy	+1,128	New	+$4.88K	﹤0.01%	2924

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

Ameritas Investment Partners's SNFCA Position: Q1 2026 in Review

Ameritas Investment Partners held its Security National Financial (SNFCA) position steady in Q1 2026 at 1,657 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Ameritas Investment Partners first reported a position in SNFCA in Q2 2020 and has held it in 12 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Ameritas Investment Partners held 1,657 shares of Security National Financial worth $15K as of Q1 2026.
Ameritas Investment Partners left its Security National Financial share count unchanged in Q1 2026.
Security National Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2728 holding.
Ameritas Investment Partners first reported a position in Security National Financial in Q2 2020 and has held it in 12 quarters since.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.