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CoreFirst Bank & Trust’s Security National Financial SNFCA Stock Holding History

CoreFirst Bank & Trust’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 		$3.35K Hold
371
– – ﹤0.01% 286
2025
Q4 		$3.18K Buy
+371
New +$2.99K ﹤0.01% 295

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
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

CoreFirst Bank & Trust's SNFCA Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Security National Financial (SNFCA) position steady in Q1 2026 at 371 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

CoreFirst Bank & Trust first reported a position in SNFCA in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • CoreFirst Bank & Trust held 371 shares of Security National Financial worth $3.35K as of Q1 2026.
  • CoreFirst Bank & Trust left its Security National Financial share count unchanged in Q1 2026.
  • Security National Financial made up ﹤0.01% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #286 holding.
  • CoreFirst Bank & Trust first reported a position in Security National Financial in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.