Bank of America’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $194K | Buy |
21,518
+2,350
| +12% | +$20.1K | ﹤0.01% | 5371 |
|
|
2025
Q4 | $164K | Buy |
19,168
+6,777
| +55% | +$54.7K | ﹤0.01% | 5430 |
|
|
2025
Q3 | $102K | Sell |
12,391
-469
| -4% | -$3.95K | ﹤0.01% | 6582 |
|
|
2025
Q2 | $115K | Buy |
12,860
+5,952
| +86% | +$53.3K | ﹤0.01% | 6464 |
|
|
2025
Q1 | $75.8K | Sell |
6,908
-12,084
| -64% | -$137K | ﹤0.01% | 6612 |
|
|
2024
Q4 | $207K | Buy |
18,992
+4,588
| +32% | +$46.2K | ﹤0.01% | 6106 |
|
|
2024
Q3 | $120K | Buy |
14,404
+188
| +1% | +$1.41K | ﹤0.01% | 6252 |
|
|
2024
Q2 | $98.1K | Sell |
14,216
-4,820
| -25% | -$30.7K | ﹤0.01% | 6259 |
|
|
2024
Q1 | $130K | Sell |
19,036
-6,948
| -27% | -$49K | ﹤0.01% | 6109 |
|
|
2023
Q4 | $202K | Sell |
25,984
-4,648
| -15% | -$31.9K | ﹤0.01% | 6064 |
|
|
2023
Q3 | $207K | Sell |
30,632
-1,482
| -5% | -$10.5K | ﹤0.01% | 5881 |
|
|
2023
Q2 | $234K | Buy |
32,114
+24,472
| +320% | +$156K | ﹤0.01% | 5735 |
|
|
2023
Q1 | $39.2K | Sell |
7,642
-14
| -0.2% | -$80 | ﹤0.01% | 6572 |
|
|
2022
Q4 | $46K | Sell |
7,656
-4,747
| -38% | -$25.4K | ﹤0.01% | 6496 |
|
|
2022
Q3 | $65K | Sell |
12,403
-3,147
| -20% | -$19.4K | ﹤0.01% | 6558 |
|
|
2022
Q2 | $108K | Sell |
15,550
-6,237
| -29% | -$45.3K | ﹤0.01% | 6435 |
|
|
2022
Q1 | $171K | Sell |
21,787
-549
| -2% | -$4.14K | ﹤0.01% | 6563 |
|
|
2021
Q4 | $161K | Sell |
22,336
-906
| -4% | -$6.22K | ﹤0.01% | 6618 |
|
|
2021
Q3 | $150K | Sell |
23,242
-1,439
| -6% | -$9.76K | ﹤0.01% | 6487 |
|
|
2021
Q2 | $161K | Sell |
24,681
-31,535
| -56% | -$201K | ﹤0.01% | 6233 |
|
|
2021
Q1 | $392K | Buy |
56,216
+31,093
| +124% | +$217K | ﹤0.01% | 5561 |
|
|
2020
Q4 | $157K | Buy |
25,123
+13,791
| +122% | +$77.7K | ﹤0.01% | 5747 |
|
|
2020
Q3 | $54K | Sell |
11,332
-7,113
| -39% | -$33.3K | ﹤0.01% | 5980 |
|
|
2020
Q2 | $91K | Buy |
+18,445
| New | +$79.7K | ﹤0.01% | 5722 |
|
|
2019
Q4 | – | Sell |
-1,914
| Closed | -$7K | – | 7370 |
|
|
2019
Q3 | $7K | Buy |
+1,914
| New | +$6.68K | ﹤0.01% | 6791 |
|
|
2017
Q4 | – | Sell |
-80
| Closed | – | – | 7232 |
|
|
2017
Q3 | $0 | Sell |
80
-1,397
| -95% | -$5.29K | ﹤0.01% | 7251 |
|
|
2017
Q2 | $6K | Buy |
1,477
+978
| +196% | +$4.03K | ﹤0.01% | 6558 |
|
|
2017
Q1 | $2K | Buy |
499
+40
| +9% | +$174 | ﹤0.01% | 6799 |
|
|
2016
Q4 | $2K | Sell |
459
-1,287
| -74% | -$5.04K | ﹤0.01% | 6849 |
|
|
2016
Q3 | $6K | Buy |
1,746
+1,287
| +280% | +$4.22K | ﹤0.01% | 6556 |
|
|
2016
Q2 | $1K | Sell |
459
-286
| -38% | -$818 | ﹤0.01% | 7009 |
|
|
2016
Q1 | $2K | Buy |
745
+287
| +63% | +$970 | ﹤0.01% | 6788 |
|
|
2015
Q4 | $2K | Buy |
+458
| New | +$1.67K | ﹤0.01% | 7103 |
|
|
2014
Q1 | – | Sell |
-62
| Closed | – | – | 8050 |
|
|
2013
Q4 | $0 | Buy |
+62
| New | +$169 | ﹤0.01% | 8119 |
|
|
2013
Q3 | – | Sell |
-18,290
| Closed | -$56K | – | 8027 |
|
|
2013
Q2 | $56K | Buy |
+18,290
| New | +$70.3K | ﹤0.01% | 6490 |
|
Other funds holding SNFCA
MI
VCM
LI
VCM
RC
BCM
Bank of America's SNFCA Position: Q1 2026 in Review
Bank of America increased its Security National Financial (SNFCA) stake by 12% in Q1 2026, buying an estimated $20.1K and bringing the position to 21,518 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #5371.
Bank of America first reported a position in SNFCA in Q2 2013 and has held it in 35 quarters since. The position peaked at $392K in Q1 2021. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.
- Bank of America held 21,518 shares of Security National Financial worth $194K as of Q1 2026.
- Bank of America bought 2,350 Security National Financial shares in Q1 2026, an estimated $20.1K.
- Security National Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5371 holding.
- Bank of America first reported a position in Security National Financial in Q2 2013 and has held it in 35 quarters since.
- Bank of America's Security National Financial position peaked at $392K in Q1 2021.
- 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.