Millennium Management’s Security National Financial SNFCA Stock Holding History

Millennium 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 Q1	$197K	Sell	21,773 -13,091	-38%	-$112K	﹤0.01%	5191
2025 Q4	$299K	Sell	34,864 -28,462	-45%	-$230K	﹤0.01%	5266
2025 Q3	$523K	Buy	63,326 +15,394	+32%	+$130K	﹤0.01%	5037
2025 Q2	$428K	Sell	47,932 -244,769	-84%	-$2.19M	﹤0.01%	4994
2025 Q1	$3.21M	Buy	292,701 +158,299	+118%	+$1.8M	﹤0.01%	3321
2024 Q4	$1.47M	Buy	134,402 +44,252	+49%	+$446K	﹤0.01%	3879
2024 Q3	$752K	Sell	90,150 -45,350	-33%	-$340K	﹤0.01%	4500
2024 Q2	$935K	Buy	135,500 +115,992	+595%	+$738K	﹤0.01%	4150
2024 Q1	$133K	Sell	19,508 -13,046	-40%	-$92K	﹤0.01%	5501
2023 Q4	$253K	Buy	+32,554	New	+$224K	﹤0.01%	5054
2021 Q3	–	Sell	-119,669	Closed	-$781K	–	7221
2021 Q2	$781K	Buy	+119,669	New	+$763K	﹤0.01%	4905
2021 Q1	–	Sell	-20,144	Closed	-$126K	–	6466
2020 Q4	$126K	Buy	+20,144	New	+$113K	﹤0.01%	4974
2020 Q3	–	Sell	-18,042	Closed	-$89K	–	4789
2020 Q2	$89K	Buy	+18,042	New	+$78K	﹤0.01%	3994

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

Millennium Management's SNFCA Position: Q1 2026 in Review

Millennium Management reduced its Security National Financial (SNFCA) stake by 38% in Q1 2026, selling an estimated $112K and leaving 21,773 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #5191.

Millennium Management first reported a position in SNFCA in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.21M in Q1 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Millennium Management held 21,773 shares of Security National Financial worth $197K as of Q1 2026.
Millennium Management sold 13,091 Security National Financial shares in Q1 2026, an estimated $112K.
Security National Financial made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #5191 holding.
Millennium Management first reported a position in Security National Financial in Q2 2020 and has held it in 13 quarters since.
Millennium Management's Security National Financial position peaked at $3.21M in Q1 2025.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.