Marshall Wace
SNFCA icon

Marshall Wace’s Security National Financial SNFCA Stock Holding History

Marshall Wace’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
Q3 		– Sell
-31,680
Closed -$283K – 3382
2025
Q2 		$283K Buy
31,680
+7,985
+34% +$71.5K ﹤0.01% 2345
2025
Q1 		$260K Sell
23,695
-15,811
-40% -$180K ﹤0.01% 2316
2024
Q4 		$431K Buy
39,506
+11,769
+42% +$119K ﹤0.01% 2099
2024
Q3 		$231K Buy
27,737
+12,328
+80% +$92.3K ﹤0.01% 2249
2024
Q2 		$106K Buy
+15,409
New +$98K ﹤0.01% 2393
2021
Q3 		– Sell
-15,165
Closed -$99K – 3450
2021
Q2 		$99K Buy
+15,165
New +$96.6K ﹤0.01% 2537

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $2.04B AUM 29.64% 1-Year Est. Return