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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
Q2 		– Sell
-371
Closed -$3.35K – 290
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 $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

CoreFirst Bank & Trust's SNFCA Position: Q2 2026 in Review

CoreFirst Bank & Trust sold out of Security National Financial (SNFCA) in Q2 2026, closing a stake of 371 shares — an estimated $3.35K sold.

CoreFirst Bank & Trust first reported a position in SNFCA in Q4 2025 and held it in 2 quarters. The position peaked at $3.35K in Q1 2026. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • CoreFirst Bank & Trust reported no remaining Security National Financial position as of Q2 2026 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 371 Security National Financial shares in Q2 2026, an estimated $3.35K.
  • CoreFirst Bank & Trust first reported a position in Security National Financial in Q4 2025 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Security National Financial position peaked at $3.35K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.