Morgan Stanley’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $281K | Sell |
31,178
-9,687
| -24% | -$83K | ﹤0.01% | 5724 |
|
|
2025
Q4 | $351K | Buy |
40,865
+6,848
| +20% | +$55.2K | ﹤0.01% | 5693 |
|
|
2025
Q3 | $281K | Sell |
34,017
-18,422
| -35% | -$155K | ﹤0.01% | 5749 |
|
|
2025
Q2 | $469K | Buy |
52,439
+17,063
| +48% | +$153K | ﹤0.01% | 5489 |
|
|
2025
Q1 | $388K | Sell |
35,376
-2,070
| -6% | -$23.5K | ﹤0.01% | 5441 |
|
|
2024
Q4 | $409K | Buy |
37,446
+1,850
| +5% | +$18.6K | ﹤0.01% | 5504 |
|
|
2024
Q3 | $297K | Sell |
35,596
-10,351
| -23% | -$77.5K | ﹤0.01% | 5610 |
|
|
2024
Q2 | $317K | Sell |
45,947
-6,265
| -12% | -$39.9K | ﹤0.01% | 5486 |
|
|
2024
Q1 | $357K | Sell |
52,212
-68,276
| -57% | -$482K | ﹤0.01% | 5470 |
|
|
2023
Q4 | $937K | Buy |
120,488
+80,421
| +201% | +$553K | ﹤0.01% | 5323 |
|
|
2023
Q3 | $271K | Sell |
40,067
-1,106
| -3% | -$7.87K | ﹤0.01% | 5445 |
|
|
2023
Q2 | $300K | Buy |
41,173
+9,419
| +30% | +$59.9K | ﹤0.01% | 5465 |
|
|
2023
Q1 | $163K | Sell |
31,754
-1,321
| -4% | -$7.52K | ﹤0.01% | 5798 |
|
|
2022
Q4 | $199K | Sell |
33,075
-1,444
| -4% | -$7.72K | ﹤0.01% | 5674 |
|
|
2022
Q3 | $180K | Buy |
34,519
+973
| +3% | +$6.01K | ﹤0.01% | 5775 |
|
|
2022
Q2 | $234K | Sell |
33,546
-8,851
| -21% | -$64.3K | ﹤0.01% | 5817 |
|
|
2022
Q1 | $332K | Sell |
42,397
-3,587
| -8% | -$27.1K | ﹤0.01% | 5628 |
|
|
2021
Q4 | $331K | Buy |
45,984
+1,886
| +4% | +$13K | ﹤0.01% | 5791 |
|
|
2021
Q3 | $284K | Buy |
44,098
+23,998
| +119% | +$163K | ﹤0.01% | 5807 |
|
|
2021
Q2 | $131K | Buy |
20,100
+5,080
| +34% | +$32.4K | ﹤0.01% | 6223 |
|
|
2021
Q1 | $105K | Sell |
15,020
-12,177
| -45% | -$84.9K | ﹤0.01% | 5983 |
|
|
2020
Q4 | $170K | Buy |
27,197
+25,870
| +1,950% | +$146K | ﹤0.01% | 5671 |
|
|
2020
Q3 | $6K | Sell |
1,327
-2,618
| -66% | -$12.3K | ﹤0.01% | 6419 |
|
|
2020
Q2 | $19K | Buy |
+3,945
| New | +$17.1K | ﹤0.01% | 6021 |
|
|
2019
Q3 | – | Sell |
-45
| Closed | – | – | 6746 |
|
|
2019
Q2 | $0 | Sell |
45
-203
| -82% | -$711 | ﹤0.01% | 6739 |
|
|
2019
Q1 | $1K | Sell |
248
-220
| -47% | -$786 | ﹤0.01% | 6534 |
|
|
2018
Q4 | $2K | Buy |
468
+29
| +7% | +$107 | ﹤0.01% | 6434 |
|
|
2018
Q3 | $2K | Buy |
+439
| New | +$1.52K | ﹤0.01% | 6586 |
|
|
2018
Q2 | – | Sell |
-76
| Closed | – | – | 6745 |
|
|
2018
Q1 | $0 | Buy |
+76
| New | +$242 | ﹤0.01% | 6693 |
|
|
2017
Q4 | – | Sell |
-2,760
| Closed | -$9K | – | 6643 |
|
|
2017
Q3 | $9K | Buy |
2,760
+50
| +2% | +$189 | ﹤0.01% | 6193 |
|
|
2017
Q2 | $11K | Buy |
2,710
+39
| +1% | +$161 | ﹤0.01% | 6220 |
|
|
2017
Q1 | $11K | Hold |
2,671
| – | – | ﹤0.01% | 6214 |
|
|
2016
Q4 | $10K | Buy |
+2,671
| New | +$10.5K | ﹤0.01% | 6158 |
|
|
2016
Q2 | – | Sell |
-11,083
| Closed | -$34K | – | 6645 |
|
|
2016
Q1 | $34K | Hold |
11,083
| – | – | ﹤0.01% | 5749 |
|
|
2015
Q4 | $41K | Sell |
11,083
-10,648
| -49% | -$38.8K | ﹤0.01% | 5785 |
|
|
2015
Q3 | $83K | Sell |
21,731
-772
| -3% | -$3.18K | ﹤0.01% | 5501 |
|
|
2015
Q2 | $86K | Buy |
22,503
+10,896
| +94% | +$38.1K | ﹤0.01% | 5659 |
|
|
2015
Q1 | $35K | Buy |
11,607
+11,570
| +31,270% | +$38.5K | ﹤0.01% | 5905 |
|
|
2014
Q4 | $0 | Sell |
37
-872
| -96% | -$2.39K | ﹤0.01% | 6658 |
|
|
2014
Q3 | $2K | Buy |
909
+872
| +2,357% | +$2.13K | ﹤0.01% | 6445 |
|
|
2014
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 6595 |
|
|
2014
Q1 | $0 | Sell |
37
-32,594
| -100% | -$75.5K | ﹤0.01% | 6538 |
|
|
2013
Q4 | $81K | Sell |
32,631
-14,850
| -31% | -$40.5K | ﹤0.01% | 5419 |
|
|
2013
Q3 | $149K | Sell |
47,481
-37,475
| -44% | -$117K | ﹤0.01% | 4990 |
|
|
2013
Q2 | $260K | Buy |
+84,956
| New | +$327K | ﹤0.01% | 4684 |
|
Other funds holding SNFCA
MI
VCM
LI
VCM
RC
BCM
Morgan Stanley's SNFCA Position: Q1 2026 in Review
Morgan Stanley reduced its Security National Financial (SNFCA) stake by 24% in Q1 2026, selling an estimated $83K and leaving 31,178 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #5724.
Morgan Stanley first reported a position in SNFCA in Q2 2013 and has held it in 45 quarters since. The position peaked at $937K in Q4 2023. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.
- Morgan Stanley held 31,178 shares of Security National Financial worth $281K as of Q1 2026.
- Morgan Stanley sold 9,687 Security National Financial shares in Q1 2026, an estimated $83K.
- Security National Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5724 holding.
- Morgan Stanley first reported a position in Security National Financial in Q2 2013 and has held it in 45 quarters since.
- Morgan Stanley's Security National Financial position peaked at $937K in Q4 2023.
- 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.