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Dmitry Balyasny’s Security National Financial SNFCA Stock Holding History

Dmitry Balyasny’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
2025
Q2 		– Sell
-15,857
Closed -$174K – 3313
2025
Q1 		$174K Buy
+15,857
New +$180K ﹤0.01% 2614

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Dmitry Balyasny's SNFCA Position: Q2 2025 in Review

Dmitry Balyasny sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 15,857 shares — an estimated $174K sold.

Dmitry Balyasny first reported a position in SNFCA in Q1 2025 and held it in 1 quarter. The position peaked at $174K in Q1 2025. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Dmitry Balyasny reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 15,857 Security National Financial shares in Q2 2025, an estimated $174K.
  • Dmitry Balyasny first reported a position in Security National Financial in Q1 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Security National Financial position peaked at $174K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.