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EA Series Trust’s Security National Financial SNFCA Stock Holding History

EA Series 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
2023
Q2 		$274K Buy
+37,587
New +$239K 0.01% 990

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EA Series Trust's SNFCA Position: Q2 2023 in Review

EA Series Trust opened a new position in Security National Financial (SNFCA) in Q2 2023: 37,587 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings.

38 funds tracked by Wall St. Rank hold SNFCA as of Q2 2023.

  • EA Series Trust held 37,587 shares of Security National Financial worth $274K as of Q2 2023.
  • Security National Financial was a new EA Series Trust position in Q2 2023.
  • Security National Financial made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #990 holding.
  • 38 funds tracked by Wall St. Rank held Security National Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.