Invesco
SNFCA icon

Invesco’s Security National Financial SNFCA Stock Holding History

Invesco’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 		$134K Sell
14,574
-3,447
-19% -$31.5K ﹤0.01% 3693
2026
Q1 		$163K Buy
18,021
+199
+1% +$1.71K ﹤0.01% 3539
2025
Q4 		$153K Buy
17,822
+1,282
+8% +$10.3K ﹤0.01% 3585
2025
Q3 		$137K Buy
16,540
+2,365
+17% +$19.9K ﹤0.01% 3637
2025
Q2 		$127K Buy
+14,175
New +$127K ﹤0.01% 3618
2024
Q2 		– Sell
-50,954
Closed -$348K – 3963
2024
Q1 		$348K Buy
50,954
+9,274
+22% +$65.4K ﹤0.01% 3479
2023
Q4 		$324K Buy
+41,680
New +$287K ﹤0.01% 3409
2016
Q2 		– Sell
-34,175
Closed -$104K – 3717
2016
Q1 		$104K Sell
34,175
-5,086
-13% -$17.2K ﹤0.01% 3640
2015
Q4 		$146K Sell
39,261
-5,259
-12% -$19.1K ﹤0.01% 3618
2015
Q3 		$171K Buy
44,520
+5,196
+13% +$21.4K ﹤0.01% 3614
2015
Q2 		$151K Buy
39,324
+698
+2% +$2.44K ﹤0.01% 3797
2015
Q1 		$118K Buy
38,626
+21,036
+120% +$70.1K ﹤0.01% 3777
2014
Q4 		$55K Hold
17,590
– – ﹤0.01% 3900
2014
Q3 		$47K Sell
17,590
-6,029
-26% -$14.8K ﹤0.01% 3963
2014
Q2 		$55K Hold
23,619
– – ﹤0.01% 3938
2014
Q1 		$52K Sell
23,619
-57,255
-71% -$133K ﹤0.01% 3945
2013
Q4 		$202K Sell
80,874
-3,463
-4% -$9.45K ﹤0.01% 3794
2013
Q3 		$265K Sell
84,337
-57,012
-40% -$178K ﹤0.01% 3664
2013
Q2 		$433K Buy
+141,349
New +$543K ﹤0.01% 3348

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

Invesco's SNFCA Position: Q2 2026 in Review

Invesco reduced its Security National Financial (SNFCA) stake by 19% in Q2 2026, selling an estimated $31.5K and leaving 14,574 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

Invesco first reported a position in SNFCA in Q2 2013 and has held it in 19 quarters since. The position peaked at $433K in Q2 2013. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Invesco held 14,574 shares of Security National Financial worth $134K as of Q2 2026.
  • Invesco sold 3,447 Security National Financial shares in Q2 2026, an estimated $31.5K.
  • Security National Financial made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3693 holding.
  • Invesco first reported a position in Security National Financial in Q2 2013 and has held it in 19 quarters since.
  • Invesco's Security National Financial position peaked at $433K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

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