Janney Montgomery Scott
SNFCA icon

Janney Montgomery Scott’s Security National Financial SNFCA Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-77,717
Closed -$694K – 2973
2025
Q2 		$694K Buy
77,717
+127
+0.2% +$1.14K ﹤0.01% 1812
2025
Q1 		$852K Sell
77,590
-820
-1% -$9.31K ﹤0.01% 1645
2024
Q4 		$856K Sell
78,410
-998
-1% -$10.1K ﹤0.01% 1651
2024
Q3 		$663K Buy
79,408
+1,903
+2% +$14.2K ﹤0.01% 1772
2024
Q2 		$535K Buy
77,505
+2,493
+3% +$15.9K ﹤0.01% 1835
2024
Q1 		$513K Buy
75,012
+6,358
+9% +$44.9K ﹤0.01% 1986
2023
Q4 		$534K Buy
68,654
+10,409
+18% +$71.6K ﹤0.01% 1851
2023
Q3 		$394K Buy
+58,245
New +$414K ﹤0.01% 1952

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 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

Janney Montgomery Scott's SNFCA Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Security National Financial (SNFCA) in Q3 2025, closing a stake of 77,717 shares — an estimated $694K sold.

Janney Montgomery Scott first reported a position in SNFCA in Q3 2023 and held it in 8 quarters. The position peaked at $856K in Q4 2024. 69 funds tracked by Wall St. Rank hold SNFCA as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Security National Financial position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 77,717 Security National Financial shares in Q3 2025, an estimated $694K.
  • Janney Montgomery Scott first reported a position in Security National Financial in Q3 2023 and held it in 8 quarters.
  • Janney Montgomery Scott's Security National Financial position peaked at $856K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Security National Financial as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.