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Gem Investment Advisors’s Security National Financial SNFCA Stock Holding History

Gem Investment Advisors’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 		$1.53M Hold
166,080
– – 0.94% 15
2026
Q1 		$1.5M Hold
166,080
– – 1.47% 16
2025
Q4 		$1.43M Buy
+166,080
New +$1.34M 1.35% 16

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

Gem Investment Advisors's SNFCA Position: Q2 2026 in Review

Gem Investment Advisors held its Security National Financial (SNFCA) position steady in Q2 2026 at 166,080 shares worth $1.53M. The position accounts for 0.94% of the portfolio, ranked #15.

Gem Investment Advisors first reported a position in SNFCA in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Gem Investment Advisors held 166,080 shares of Security National Financial worth $1.53M as of Q2 2026.
  • Gem Investment Advisors left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up 0.94% of Gem Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Gem Investment Advisors first reported a position in Security National Financial in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.