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MAI Capital Management’s Security National Financial SNFCA Stock Holding History

MAI Capital Management’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 		– Sell
-5
Closed -$48 – 4342
2026
Q1 		$48 Buy
5
+1
+25% +$9 ﹤0.01% 4875
2025
Q4 		$37 Buy
+4
New +$32 ﹤0.01% 4269

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
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

MAI Capital Management's SNFCA Position: Q2 2026 in Review

MAI Capital Management sold out of Security National Financial (SNFCA) in Q2 2026, closing a stake of 5 shares — an estimated $48 sold.

MAI Capital Management first reported a position in SNFCA in Q4 2025 and held it in 2 quarters. The position peaked at $48 in Q1 2026. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • MAI Capital Management reported no remaining Security National Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5 Security National Financial shares in Q2 2026, an estimated $48.
  • MAI Capital Management first reported a position in Security National Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Security National Financial position peaked at $48 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.