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SNFCA icon

HRT Financial’s Security National Financial SNFCA Stock Holding History

HRT Financial’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
-31,733
Closed -$348K – 3452
2025
Q1 		$348K Buy
+31,733
New +$360K ﹤0.01% 1691
2021
Q4 		– Sell
-17,198
Closed -$110K – 4011
2021
Q3 		$110K Sell
17,198
-11,251
-40% -$76.3K ﹤0.01% 2876
2021
Q2 		$185K Buy
+28,449
New +$181K ﹤0.01% 2420

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

HRT Financial's SNFCA Position: Q2 2025 in Review

HRT Financial sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 31,733 shares — an estimated $348K sold.

HRT Financial first reported a position in SNFCA in Q2 2021 and held it in 3 quarters. The position peaked at $348K in Q1 2025. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • HRT Financial reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 31,733 Security National Financial shares in Q2 2025, an estimated $348K.
  • HRT Financial first reported a position in Security National Financial in Q2 2021 and held it in 3 quarters.
  • HRT Financial's Security National Financial position peaked at $348K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.