Jones Financial Companies
SNFCA icon

Jones Financial Companies’s Security National Financial SNFCA Stock Holding History

Jones Financial Companies’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 		$6.93K Hold
733
– – ﹤0.01% 3942
2026
Q1 		$6.45K Buy
+733
New +$6.28K ﹤0.01% 3749

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Ameriprise
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Vanguard Capital Management
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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

Jones Financial Companies's SNFCA Position: Q2 2026 in Review

Jones Financial Companies held its Security National Financial (SNFCA) position steady in Q2 2026 at 733 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3942.

Jones Financial Companies first reported a position in SNFCA in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Jones Financial Companies held 733 shares of Security National Financial worth $6.93K as of Q2 2026.
  • Jones Financial Companies left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3942 holding.
  • Jones Financial Companies first reported a position in Security National Financial in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.