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 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 $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

Citadel Advisors's SNFCA Position: Q1 2026 in Review

Citadel Advisors increased its Security National Financial (SNFCA) stake by 45% in Q1 2026, buying an estimated $141K and bringing the position to 52,789 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #9429.

Citadel Advisors first reported a position in SNFCA in Q3 2022 and has held it in 12 quarters since. The position peaked at $538K in Q2 2024. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Citadel Advisors held 52,789 shares of Security National Financial worth $477K as of Q1 2026.
Citadel Advisors bought 16,451 Security National Financial shares in Q1 2026, an estimated $141K.
Security National Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9429 holding.
Citadel Advisors first reported a position in Security National Financial in Q3 2022 and has held it in 12 quarters since.
Citadel Advisors's Security National Financial position peaked at $538K in Q2 2024.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

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