Citadel Advisors’s Security National Financial SNFCA Stock Holding History

Citadel Advisors’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	$467K	Sell	50,582 -2,207	-4%	-$20.2K	﹤0.01%	10030
2026 Q1	$477K	Buy	52,789 +16,451	+45%	+$141K	﹤0.01%	9429
2025 Q4	$312K	Buy	36,338 +18,968	+109%	+$153K	﹤0.01%	10052
2025 Q3	$143K	Sell	17,370 -12,856	-43%	-$108K	﹤0.01%	11563
2025 Q2	$270K	Buy	+30,226	New	+$271K	﹤0.01%	10039
2025 Q1	–	Sell	-21,062	Closed	-$230K	–	15484
2024 Q4	$230K	Sell	21,062 -24,315	-54%	-$245K	﹤0.01%	10192
2024 Q3	$379K	Sell	45,377 -32,514	-42%	-$243K	﹤0.01%	8827
2024 Q2	$538K	Buy	77,891 +43,687	+128%	+$278K	﹤0.01%	7904
2024 Q1	$234K	Buy	34,204 +17,251	+102%	+$122K	﹤0.01%	9996
2023 Q4	$132K	Buy	+16,953	New	+$117K	﹤0.01%	10583
2023 Q2	–	Sell	-40,540	Closed	-$207K	–	15154
2023 Q1	$207K	Buy	40,540 +26,567	+190%	+$151K	﹤0.01%	10127
2022 Q4	$83.9K	Sell	13,973 -5,175	-27%	-$27.7K	﹤0.01%	11456
2022 Q3	$100K	Buy	+19,148	New	+$118K	﹤0.01%	11103

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Citadel Advisors's SNFCA Position: Q2 2026 in Review

Citadel Advisors reduced its Security National Financial (SNFCA) stake by 4.2% in Q2 2026, selling an estimated $20.2K and leaving 50,582 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #10030.

Citadel Advisors first reported a position in SNFCA in Q3 2022 and has held it in 13 quarters since. The position peaked at $538K in Q2 2024. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Citadel Advisors held 50,582 shares of Security National Financial worth $467K as of Q2 2026.
Citadel Advisors sold 2,207 Security National Financial shares in Q2 2026, an estimated $20.2K.
Security National Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10030 holding.
Citadel Advisors first reported a position in Security National Financial in Q3 2022 and has held it in 13 quarters since.
Citadel Advisors's Security National Financial position peaked at $538K in Q2 2024.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.