Federated Hermes
SNFCA icon

Federated Hermes’s Security National Financial SNFCA Stock Holding History

Federated Hermes’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
2024
Q4 		– Sell
-750
Closed -$6.26K – 2180
2024
Q3 		$6.26K Sell
750
-67
-8% -$502 ﹤0.01% 1840
2024
Q2 		$5.64K Sell
817
-731
-47% -$4.65K ﹤0.01% 1827
2024
Q1 		$10.6K Hold
1,548
– – ﹤0.01% 1772
2023
Q4 		$12K Buy
1,548
+418
+37% +$2.87K ﹤0.01% 1780
2023
Q3 		$7.65K Buy
1,130
+936
+482% +$6.66K ﹤0.01% 1845
2023
Q2 		$1.42K Buy
+194
New +$1.24K ﹤0.01% 2011
2017
Q4 		– Sell
-636
Closed -$2K – 2221
2017
Q3 		$2K Sell
636
-310
-33% -$1.17K ﹤0.01% 2055
2017
Q2 		$4K Hold
946
– – ﹤0.01% 1992
2017
Q1 		$4K Sell
946
-2
-0.2% -$9 ﹤0.01% 1976
2016
Q4 		$4K Hold
948
– – ﹤0.01% 1968
2016
Q3 		$3K Hold
948
– – ﹤0.01% 1997
2016
Q2 		$3K Sell
948
-870
-48% -$2.49K ﹤0.01% 1965
2016
Q1 		$6K Sell
1,818
-2
-0.1% -$7 ﹤0.01% 1855
2015
Q4 		$7K Hold
1,820
– – ﹤0.01% 1841
2015
Q3 		$7K Hold
1,820
– – ﹤0.01% 1753
2015
Q2 		$7K Hold
1,820
– – ﹤0.01% 1754
2015
Q1 		$6K Sell
1,820
-1
-0.1% -$3 ﹤0.01% 1846
2014
Q4 		$6K Buy
+1,821
New +$5K ﹤0.01% 1813

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
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Federated Hermes's SNFCA Position: Q4 2024 in Review

Federated Hermes sold out of Security National Financial (SNFCA) in Q4 2024, closing a stake of 750 shares — an estimated $6.26K sold.

Federated Hermes first reported a position in SNFCA in Q4 2014 and held it in 18 quarters. The position peaked at $12K in Q4 2023. 59 funds tracked by Wall St. Rank hold SNFCA as of Q4 2024.

  • Federated Hermes reported no remaining Security National Financial position as of Q4 2024 after selling out during the quarter.
  • Federated Hermes sold 750 Security National Financial shares in Q4 2024, an estimated $6.26K.
  • Federated Hermes first reported a position in Security National Financial in Q4 2014 and held it in 18 quarters.
  • Federated Hermes's Security National Financial position peaked at $12K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Security National Financial as of Q4 2024.

Based on Federated Hermes's 13F filing for Q4 2024, filed 13 Feb 2025.