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Cliff Asness’s Security National Financial SNFCA Stock Holding History

Cliff Asness’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 		$520K Buy
56,371
+33,229
+144% +$304K ﹤0.01% 3374
2026
Q1 		$209K Buy
+23,142
New +$198K ﹤0.01% 3581
2013
Q4 		– Sell
-26,866
Closed -$84K – 2607
2013
Q3 		$84K Sell
26,866
-18,168
-40% -$56.8K ﹤0.01% 2435
2013
Q2 		$138K Buy
+45,034
New +$173K ﹤0.01% 2261

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
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

Cliff Asness's SNFCA Position: Q2 2026 in Review

Cliff Asness increased its Security National Financial (SNFCA) stake by 144% in Q2 2026, buying an estimated $304K and bringing the position to 56,371 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Cliff Asness first reported a position in SNFCA in Q2 2013 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Cliff Asness held 56,371 shares of Security National Financial worth $520K as of Q2 2026.
  • Cliff Asness bought 33,229 Security National Financial shares in Q2 2026, an estimated $304K.
  • Security National Financial made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3374 holding.
  • Cliff Asness first reported a position in Security National Financial in Q2 2013 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.