HSBC Holdings
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HSBC Holdings’s Security National Financial SNFCA Stock Holding History

HSBC Holdings’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 		– Sell
-21,918
Closed -$197K – 3187
2026
Q1 		$197K Hold
21,918
– – ﹤0.01% 2620
2025
Q4 		$188K Hold
21,918
– – ﹤0.01% 2701
2025
Q3 		$180K Sell
21,918
-3,358
-13% -$28.3K ﹤0.01% 2516
2025
Q2 		$223K Sell
25,276
-6,384
-20% -$57.2K ﹤0.01% 2627
2025
Q1 		$349K Sell
31,660
-2,212
-7% -$25.1K ﹤0.01% 2284
2024
Q4 		$369K Hold
33,872
– – ﹤0.01% 2366
2024
Q3 		$283K Buy
33,872
+4,123
+14% +$30.9K ﹤0.01% 2387
2024
Q2 		$198K Buy
+29,749
New +$189K ﹤0.01% 2558

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

HSBC Holdings's SNFCA Position: Q2 2026 in Review

HSBC Holdings sold out of Security National Financial (SNFCA) in Q2 2026, closing a stake of 21,918 shares — an estimated $197K sold.

HSBC Holdings first reported a position in SNFCA in Q2 2024 and held it in 8 quarters. The position peaked at $369K in Q4 2024. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • HSBC Holdings reported no remaining Security National Financial position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 21,918 Security National Financial shares in Q2 2026, an estimated $197K.
  • HSBC Holdings first reported a position in Security National Financial in Q2 2024 and held it in 8 quarters.
  • HSBC Holdings's Security National Financial position peaked at $369K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.