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M3F Inc’s Security National Financial SNFCA Stock Holding History

M3F 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
Q1 		$20.8M Sell
2,308,580
-36,750
-2% -$315K 5.17% 7
2025
Q4 		$20.1M Hold
2,345,330
– – 5.53% 8
2025
Q3 		$19.4M Buy
2,345,330
+5,356
+0.2% +$45.2K 5.49% 8
2025
Q2 		$20.9M Buy
2,339,974
+116,491
+5% +$1.04M 5.9% 5
2025
Q1 		$24.4M Buy
2,223,483
+3,200
+0.1% +$36.3K 6.71% 4
2024
Q4 		$24.2M Sell
2,220,283
-39,842
-2% -$401K 7% 4
2024
Q3 		$18.9M Buy
2,260,125
+221,584
+11% +$1.66M 5.81% 4
2024
Q2 		$14.1M Sell
2,038,541
-107,469
-5% -$684K 5.21% 4
2024
Q1 		$14.7M Buy
2,146,010
+61,925
+3% +$437K 5.19% 6
2023
Q4 		$16.2M Sell
2,084,085
-2,539
-0.1% -$17.5K 5.14% 6
2023
Q3 		$14.1M Buy
2,086,624
+13,099
+0.6% +$93.2K 4.72% 7
2023
Q2 		$15.1M Sell
2,073,525
-191,248
-8% -$1.22M 4.76% 7
2023
Q1 		$11.6M Buy
2,264,773
+828
+0% +$4.71K 3.81% 7
2022
Q4 		$13.6M Sell
2,263,945
-10,239
-0.5% -$54.7K 4.16% 7
2022
Q3 		$11.9M Buy
2,274,184
+9,831
+0.4% +$60.7K 4.17% 8
2022
Q2 		$15.8M Buy
2,264,353
+24,875
+1% +$181K 5.12% 4
2022
Q1 		$17.5M Hold
2,239,478
– – 5.84% 2
2021
Q4 		$16.1M Buy
2,239,478
+18,075
+0.8% +$124K 5.41% 2
2021
Q3 		$14.3M Hold
2,221,403
– – 4.69% 4
2021
Q2 		$14.5M Buy
2,221,403
+137,554
+7% +$877K 5.14% 3
2021
Q1 		$14.5M Buy
2,083,849
+171,452
+9% +$1.2M 5.89% 5
2020
Q4 		$11.9M Buy
1,912,397
+27,350
+1% +$154K 5.65% 4
2020
Q3 		$9M Buy
1,885,047
+138,116
+8% +$647K 5.71% 4
2020
Q2 		$8.58M Buy
1,746,931
+122,311
+8% +$529K 6.36% 2
2020
Q1 		$5.05M Buy
1,624,620
+76,466
+5% +$294K 3.61% 9
2019
Q4 		$6.28M Buy
1,548,154
+17,450
+1% +$63.6K 4.9% 6
2019
Q3 		$5.2M Buy
1,530,704
+113,729
+8% +$397K 3.79% 11
2019
Q2 		$4.93M Buy
1,416,975
+620,662
+78% +$2.17M 4.22% 9
2019
Q1 		$2.61M Buy
796,313
+162,737
+26% +$581K 2.31% 19
2018
Q4 		$2.16M Buy
633,576
+82,563
+15% +$306K 1.99% 21
2018
Q3 		$1.89M Buy
551,013
+148,280
+37% +$514K 1.82% 24
2018
Q2 		$1.38M Buy
402,733
+230,027
+133% +$811K 1.5% 24
2018
Q1 		$587K Buy
+172,706
New +$551K 0.68% 22

Other funds holding SNFCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

M3F Inc's SNFCA Position: Q1 2026 in Review

M3F Inc reduced its Security National Financial (SNFCA) stake by 1.6% in Q1 2026, selling an estimated $315K and leaving 2,308,580 shares worth $20.8M. The position accounts for 5.17% of the portfolio, ranked #7.

M3F Inc first reported a position in SNFCA in Q1 2018 and has held it in 33 quarters since. The position peaked at $24.4M in Q1 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • M3F Inc held 2,308,580 shares of Security National Financial worth $20.8M as of Q1 2026.
  • M3F Inc sold 36,750 Security National Financial shares in Q1 2026, an estimated $315K.
  • Security National Financial made up 5.17% of M3F Inc's portfolio in Q1 2026, its #7 holding.
  • M3F Inc first reported a position in Security National Financial in Q1 2018 and has held it in 33 quarters since.
  • M3F Inc's Security National Financial position peaked at $24.4M in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on M3F Inc's 13F filing for Q1 2026, filed 28 Apr 2026.