Geode Capital Management’s Security National Financial SNFCA Stock Holding History

Geode Capital Management’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	$3.65M	Buy	403,516 +11,087	+3%	+$95K	﹤0.01%	2896
2025 Q4	$3.37M	Buy	392,429 +15,529	+4%	+$125K	﹤0.01%	2956
2025 Q3	$3.11M	Buy	376,900 +36,597	+11%	+$309K	﹤0.01%	3018
2025 Q2	$3.04M	Buy	340,303 +195,138	+134%	+$1.75M	﹤0.01%	2986
2025 Q1	$1.59M	Buy	145,165 +1,442	+1%	+$16.4K	﹤0.01%	3130
2024 Q4	$1.57M	Sell	143,723 -2,263	-2%	-$22.8K	﹤0.01%	3211
2024 Q3	$1.22M	Sell	145,986 -6,050	-4%	-$45.3K	﹤0.01%	3291
2024 Q2	$1.05M	Sell	152,036 -168,514	-53%	-$1.07M	﹤0.01%	3283
2024 Q1	$2.19M	Buy	320,550 +27,667	+9%	+$195K	﹤0.01%	3078
2023 Q4	$2.28M	Buy	292,883 +7,111	+2%	+$48.9K	﹤0.01%	3054
2023 Q3	$1.94M	Hold	285,772	–	–	﹤0.01%	3084
2023 Q2	$2.09M	Buy	285,772 +136,751	+92%	+$870K	﹤0.01%	3102
2023 Q1	$761K	Buy	149,021 +1	+0%	+$6	﹤0.01%	3472
2022 Q4	$894K	Sell	149,020 -312	-0.2%	-$1.67K	﹤0.01%	3401
2022 Q3	$780K	Sell	149,332 -29,085	-16%	-$180K	﹤0.01%	3520
2022 Q2	$1.24M	Buy	178,417 +404	+0.2%	+$2.94K	﹤0.01%	3319
2022 Q1	$1.39M	Sell	178,013 -4	-0%	-$30	﹤0.01%	3458
2021 Q4	$1.28M	Sell	178,017 -9	-0%	-$62	﹤0.01%	3586
2021 Q3	$1.15M	Buy	178,026 +32,272	+22%	+$219K	﹤0.01%	3611
2021 Q2	$951K	Sell	145,754 -71,758	-33%	-$457K	﹤0.01%	3633
2021 Q1	$1.52M	Buy	217,512 +52,804	+32%	+$368K	﹤0.01%	3389
2020 Q4	$1.03M	Buy	164,708 +5,428	+3%	+$30.6K	﹤0.01%	3366
2020 Q3	$760K	Buy	159,280 +929	+0.6%	+$4.35K	﹤0.01%	3302
2020 Q2	$777K	Buy	158,351 +78,111	+97%	+$338K	﹤0.01%	3228
2020 Q1	$249K	Hold	80,240	–	–	﹤0.01%	3482
2019 Q4	$325K	Hold	80,240	–	–	﹤0.01%	3645
2019 Q3	$279K	Hold	80,240	–	–	﹤0.01%	3667
2019 Q2	$279K	Hold	80,240	–	–	﹤0.01%	3683
2019 Q1	$262K	Hold	80,240	–	–	﹤0.01%	3657
2018 Q4	$273K	Hold	80,240	–	–	﹤0.01%	3589
2018 Q3	$275K	Hold	80,240	–	–	﹤0.01%	3656
2018 Q2	$275K	Hold	80,240	–	–	﹤0.01%	3628
2018 Q1	$272K	Hold	80,240	–	–	﹤0.01%	3597
2017 Q4	$267K	Hold	80,240	–	–	﹤0.01%	3578
2017 Q3	$257K	Hold	80,240	–	–	﹤0.01%	3585
2017 Q2	$322K	Sell	80,240 -2,306	-3%	-$9.5K	﹤0.01%	3515
2017 Q1	$353K	Buy	82,546 +2,306	+3%	+$10K	﹤0.01%	3451
2016 Q4	$312K	Hold	80,240	–	–	﹤0.01%	3438
2016 Q3	$280K	Hold	80,240	–	–	﹤0.01%	3478
2016 Q2	$235K	Hold	80,240	–	–	﹤0.01%	3530
2016 Q1	$244	Sell	80,240 -1	-0%	-$3	﹤0.01%	3569
2015 Q4	$299K	Hold	80,241	–	–	﹤0.01%	3507
2015 Q3	$309K	Buy	80,241 +19,906	+33%	+$81.9K	﹤0.01%	3474
2015 Q2	$231K	Hold	60,335	–	–	﹤0.01%	3532
2015 Q1	$183K	Buy	60,335 +2	+0%	+$7	﹤0.01%	3614
2014 Q4	$188K	Hold	60,333	–	–	﹤0.01%	3602
2014 Q3	$162K	Hold	60,333	–	–	﹤0.01%	3640
2014 Q2	$139K	Hold	60,333	–	–	﹤0.01%	3620
2014 Q1	$133K	Buy	60,333 +1	+0%	+$2	﹤0.01%	3605
2013 Q4	$150K	Hold	60,332	–	–	﹤0.01%	3505
2013 Q3	$189K	Hold	60,332	–	–	﹤0.01%	3324
2013 Q2	$185K	Buy	+60,332	New	+$232K	﹤0.01%	3258

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management's SNFCA Position: Q1 2026 in Review

Geode Capital Management increased its Security National Financial (SNFCA) stake by 2.8% in Q1 2026, buying an estimated $95K and bringing the position to 403,516 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Geode Capital Management first reported a position in SNFCA in Q2 2013 and has held it in 52 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Geode Capital Management held 403,516 shares of Security National Financial worth $3.65M as of Q1 2026.
Geode Capital Management bought 11,087 Security National Financial shares in Q1 2026, an estimated $95K.
Security National Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2896 holding.
Geode Capital Management first reported a position in Security National Financial in Q2 2013 and has held it in 52 quarters since.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.