Jain Global’s Security National Financial SNFCA Stock Holding History

Jain Global’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	-16,663	Closed	-$183K	–	1587
2025 Q1	$183K	Buy	+16,663	New	+$189K	﹤0.01%	883

Other funds holding SNFCA

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Jain Global's SNFCA Position: Q2 2025 in Review

Jain Global sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 16,663 shares — an estimated $183K sold.

Jain Global first reported a position in SNFCA in Q1 2025 and held it in 1 quarter. The position peaked at $183K in Q1 2025. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

Jain Global reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
Jain Global sold 16,663 Security National Financial shares in Q2 2025, an estimated $183K.
Jain Global first reported a position in Security National Financial in Q1 2025 and held it in 1 quarter.
Jain Global's Security National Financial position peaked at $183K in Q1 2025.
63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.