Bank of New York Mellon’s Security National Financial SNFCA Stock Holding History

Bank of New York Mellon’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 Q2	$369K	Buy	39,984 +864	+2%	+$7.9K	﹤0.01%	3892
2026 Q1	$353K	Buy	39,120 +1,608	+4%	+$13.8K	﹤0.01%	3773
2025 Q4	$322K	Sell	37,512 -289	-0.8%	-$2.33K	﹤0.01%	3822
2025 Q3	$312K	Buy	37,801 +1,072	+3%	+$9.04K	﹤0.01%	3844
2025 Q2	$328K	Buy	+36,729	New	+$329K	﹤0.01%	3748
2024 Q2	–	Sell	-41,490	Closed	-$284K	–	4250
2024 Q1	$284K	Sell	41,490 -5,434	-12%	-$38.3K	﹤0.01%	3798
2023 Q4	$365K	Hold	46,924	–	–	﹤0.01%	3717
2023 Q3	$318K	Buy	46,924 +655	+1%	+$4.66K	﹤0.01%	3777
2023 Q2	$338K	Buy	+46,269	New	+$294K	﹤0.01%	3777
2021 Q2	–	Sell	-45,750	Closed	-$319K	–	4462
2021 Q1	$319K	Buy	45,750 +2,770	+6%	+$19.3K	﹤0.01%	3881
2020 Q4	$268K	Sell	42,980 -1,013	-2%	-$5.71K	﹤0.01%	3873
2020 Q3	$210K	Sell	43,993 -14,109	-24%	-$66.1K	﹤0.01%	3834
2020 Q2	$285K	Buy	58,102 +34,548	+147%	+$149K	﹤0.01%	3704
2020 Q1	$73K	Hold	23,554	–	–	﹤0.01%	3915
2019 Q4	$96K	Hold	23,554	–	–	﹤0.01%	4029
2019 Q3	$80K	Buy	23,554 +3	+0%	+$10	﹤0.01%	4058
2019 Q2	$82K	Hold	23,551	–	–	﹤0.01%	4058
2019 Q1	$77K	Sell	23,551 -740	-3%	-$2.64K	﹤0.01%	4042
2018 Q4	$83K	Hold	24,291	–	–	﹤0.01%	3989
2018 Q3	$83K	Hold	24,291	–	–	﹤0.01%	4065
2018 Q2	$83K	Hold	24,291	–	–	﹤0.01%	4027
2018 Q1	$83K	Hold	24,291	–	–	﹤0.01%	4094
2017 Q4	$80K	Hold	24,291	–	–	﹤0.01%	4134
2017 Q3	$78K	Hold	24,291	–	–	﹤0.01%	4040
2017 Q2	$97K	Hold	24,291	–	–	﹤0.01%	4035
2017 Q1	$104K	Buy	24,291 +1	+0%	+$4	﹤0.01%	4023
2016 Q4	$95K	Sell	24,290 -1,606	-6%	-$6.29K	﹤0.01%	4035
2016 Q3	$91K	Sell	25,896 -4,606	-15%	-$15.1K	﹤0.01%	4066
2016 Q2	$89K	Hold	30,502	–	–	﹤0.01%	4081
2016 Q1	$93K	Hold	30,502	–	–	﹤0.01%	3973
2015 Q4	$114K	Hold	30,502	–	–	﹤0.01%	4029
2015 Q3	$117K	Hold	30,502	–	–	﹤0.01%	4065
2015 Q2	$117K	Buy	30,502 +3,829	+14%	+$13.4K	﹤0.01%	4013
2015 Q1	$81K	Hold	26,673	–	–	﹤0.01%	4084
2014 Q4	$83K	Hold	26,673	–	–	﹤0.01%	4087
2014 Q3	$72K	Hold	26,673	–	–	﹤0.01%	4122
2014 Q2	$62K	Buy	26,673 +523	+2%	+$1.15K	﹤0.01%	4056
2014 Q1	$58K	Buy	26,150 +1	+0%	+$2	﹤0.01%	4062
2013 Q4	$65K	Hold	26,149	–	–	﹤0.01%	4079
2013 Q3	$82K	Hold	26,149	–	–	﹤0.01%	3984
2013 Q2	$80K	Buy	+26,149	New	+$101K	﹤0.01%	3971

Other funds holding SNFCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIA

Gem Investment Advisors Teaneck, New Jersey $163M AUM

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon's SNFCA Position: Q2 2026 in Review

Bank of New York Mellon increased its Security National Financial (SNFCA) stake by 2.2% in Q2 2026, buying an estimated $7.9K and bringing the position to 39,984 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Bank of New York Mellon first reported a position in SNFCA in Q2 2013 and has held it in 41 quarters since. 30 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Bank of New York Mellon held 39,984 shares of Security National Financial worth $369K as of Q2 2026.
Bank of New York Mellon bought 864 Security National Financial shares in Q2 2026, an estimated $7.9K.
Security National Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3892 holding.
Bank of New York Mellon first reported a position in Security National Financial in Q2 2013 and has held it in 41 quarters since.
30 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.