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Jefferies Financial Group’s Security National Financial SNFCA Stock Holding History

Jefferies Financial Group’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
-14,202
Closed -$156K – 1757
2025
Q1 		$156K Sell
14,202
-807
-5% -$9.16K ﹤0.01% 1426
2024
Q4 		$164K Buy
15,009
+1,999
+15% +$20.1K ﹤0.01% 1406
2024
Q3 		$109K Buy
+13,010
New +$97.4K ﹤0.01% 1282

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

Jefferies Financial Group's SNFCA Position: Q2 2025 in Review

Jefferies Financial Group sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 14,202 shares — an estimated $156K sold.

Jefferies Financial Group first reported a position in SNFCA in Q3 2024 and held it in 3 quarters. The position peaked at $164K in Q4 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Jefferies Financial Group reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 14,202 Security National Financial shares in Q2 2025, an estimated $156K.
  • Jefferies Financial Group first reported a position in Security National Financial in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Security National Financial position peaked at $164K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.