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LHM Inc’s Security National Financial SNFCA Stock Holding History

LHM Inc’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 		$5.55M Sell
631,247
-122,136
-16% -$1.12M 1.89% 19
2026
Q1 		$6.8M Sell
753,383
-552
-0.1% -$4.73K 2.68% 13
2025
Q4 		$6.47M Sell
753,935
-12,303
-2% -$99.2K 2.41% 15
2025
Q3 		$6.33M Sell
766,238
-47,536
-6% -$401K 2.09% 14
2025
Q2 		$7.27M Sell
813,774
-47,465
-6% -$425K 2.41% 14
2025
Q1 		$9.45M Sell
861,239
-90,945
-10% -$1.03M 3.13% 6
2024
Q4 		$10.4M Hold
952,184
– – 3.31% 6
2024
Q3 		$7.95M Sell
952,184
-1
-0% -$7 2.5% 7
2024
Q2 		$6.57M Hold
952,185
– – 2.77% 5
2024
Q1 		$6.51M Hold
952,185
– – 4.6% 3
2023
Q4 		$7.4M Buy
+952,185
New +$6.55M 6.14% 2

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LHM Inc's SNFCA Position: Q2 2026 in Review

LHM Inc reduced its Security National Financial (SNFCA) stake by 16% in Q2 2026, selling an estimated $1.12M and leaving 631,247 shares worth $5.55M. The position accounts for 1.89% of the portfolio, ranked #19.

LHM Inc first reported a position in SNFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2024. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • LHM Inc held 631,247 shares of Security National Financial worth $5.55M as of Q2 2026.
  • LHM Inc sold 122,136 Security National Financial shares in Q2 2026, an estimated $1.12M.
  • Security National Financial made up 1.89% of LHM Inc's portfolio in Q2 2026, its #19 holding.
  • LHM Inc first reported a position in Security National Financial in Q4 2023 and has held it in 11 quarters since.
  • LHM Inc's Security National Financial position peaked at $10.4M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.