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Hillsdale Investment Management’s Security National Financial SNFCA Stock Holding History

Hillsdale Investment 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
2025
Q2 		– Sell
-23,814
Closed -$261K – 704
2025
Q1 		$261K Buy
23,814
+2,205
+10% +$25K 0.01% 401
2024
Q4 		$236K Buy
+21,609
New +$218K 0.01% 398
2024
Q2 		– Sell
-25,815
Closed -$176K – 689
2024
Q1 		$176K Buy
25,815
+8,103
+46% +$57.2K 0.01% 386
2023
Q4 		$138K Buy
+17,712
New +$122K 0.01% 397

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Hillsdale Investment Management's SNFCA Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 23,814 shares — an estimated $261K sold.

Hillsdale Investment Management first reported a position in SNFCA in Q4 2023 and held it in 4 quarters. The position peaked at $261K in Q1 2025. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Hillsdale Investment Management reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 23,814 Security National Financial shares in Q2 2025, an estimated $261K.
  • Hillsdale Investment Management first reported a position in Security National Financial in Q4 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Security National Financial position peaked at $261K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.