C
SNFCA icon

Covestor’s Security National Financial SNFCA Stock Holding History

Covestor’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 		$0 Buy
51
+13
+34% +$119 ﹤0.01% 2816
2026
Q1 		$0 Buy
+38
New +$326 ﹤0.01% 2731
2025
Q4 		– Sell
-547
Closed -$5K – 2700
2025
Q3 		$5K Buy
+547
New +$4.61K ﹤0.01% 1855
2024
Q3 		– Sell
-71
Closed – – 2719
2024
Q2 		$0 Buy
+71
New +$452 ﹤0.01% 2711

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

Covestor's SNFCA Position: Q2 2026 in Review

Covestor increased its Security National Financial (SNFCA) stake by 34% in Q2 2026, buying an estimated $119 and bringing the position to 51 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Covestor first reported a position in SNFCA in Q2 2024 and has held it in 4 quarters since. The position peaked at $5K in Q3 2025. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Covestor held 51 shares of Security National Financial worth $0 as of Q2 2026.
  • Covestor bought 13 Security National Financial shares in Q2 2026, an estimated $119.
  • Security National Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2816 holding.
  • Covestor first reported a position in Security National Financial in Q2 2024 and has held it in 4 quarters since.
  • Covestor's Security National Financial position peaked at $5K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.