Fidelity Investments
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Fidelity Investments’s Security National Financial SNFCA Stock Holding History

Fidelity Investments’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
Q1 		$40.1K Buy
4,447
+2,529
+132% +$21.7K ﹤0.01% 4229
2025
Q4 		$16.5K Buy
1,918
+1,548
+418% +$12.5K ﹤0.01% 4551
2025
Q3 		$3.05K Sell
370
-13
-3% -$110 ﹤0.01% 4877
2025
Q2 		$3.42K Sell
383
-107
-22% -$958 ﹤0.01% 4776
2025
Q1 		$5.37K Sell
490
-154
-24% -$1.75K ﹤0.01% 4678
2024
Q4 		$7.03K Buy
644
+102
+19% +$1.03K ﹤0.01% 4573
2024
Q3 		$4.53K Buy
542
+16
+3% +$120 ﹤0.01% 4648
2024
Q2 		$3.63K Sell
526
-47
-8% -$299 ﹤0.01% 4626
2024
Q1 		$3.92K Buy
573
+89
+18% +$628 ﹤0.01% 4578
2023
Q4 		$3.76K Buy
484
+438
+952% +$3.01K ﹤0.01% 4525
2023
Q3 		$314 Buy
46
+40
+667% +$285 ﹤0.01% 4755
2023
Q2 		$44 Buy
+6
New +$38 ﹤0.01% 5038
2020
Q3 		– Sell
-304
Closed -$1K – 3968
2020
Q2 		$1K Hold
304
– – ﹤0.01% 3501
2020
Q1 		$1K Buy
304
+1
+0.3% +$4 ﹤0.01% 3531
2019
Q4 		$1K Hold
303
– – ﹤0.01% 3688
2019
Q3 		$1K Hold
303
– – ﹤0.01% 3678
2019
Q2 		$1K Hold
303
– – ﹤0.01% 3640
2019
Q1 		$1K Hold
303
– – ﹤0.01% 3512
2018
Q4 		$1K Hold
303
– – ﹤0.01% 3422
2018
Q3 		$1K Buy
+303
New +$1.05K ﹤0.01% 3454

Other funds holding SNFCA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Fidelity Investments's SNFCA Position: Q1 2026 in Review

Fidelity Investments increased its Security National Financial (SNFCA) stake by 132% in Q1 2026, buying an estimated $21.7K and bringing the position to 4,447 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4229.

Fidelity Investments first reported a position in SNFCA in Q3 2018 and has held it in 20 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Fidelity Investments held 4,447 shares of Security National Financial worth $40.1K as of Q1 2026.
  • Fidelity Investments bought 2,529 Security National Financial shares in Q1 2026, an estimated $21.7K.
  • Security National Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4229 holding.
  • Fidelity Investments first reported a position in Security National Financial in Q3 2018 and has held it in 20 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.