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 – 3364
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 – 3398
2021
Q2 		$99K Buy
+15,165
New +$96.6K ﹤0.01% 2537

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Marshall Wace's SNFCA Position: Q3 2025 in Review

Marshall Wace sold out of Security National Financial (SNFCA) in Q3 2025, closing a stake of 31,680 shares — an estimated $283K sold.

Marshall Wace first reported a position in SNFCA in Q2 2021 and held it in 6 quarters. The position peaked at $431K in Q4 2024. 69 funds tracked by Wall St. Rank hold SNFCA as of Q3 2025.

  • Marshall Wace reported no remaining Security National Financial position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 31,680 Security National Financial shares in Q3 2025, an estimated $283K.
  • Marshall Wace first reported a position in Security National Financial in Q2 2021 and held it in 6 quarters.
  • Marshall Wace's Security National Financial position peaked at $431K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Security National Financial as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.