New York State Common Retirement Fund
SNFCA icon

New York State Common Retirement Fund’s Security National Financial SNFCA Stock Holding History

New York State Common Retirement Fund’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 		$82.4K Hold
8,930
– – ﹤0.01% 2790
2026
Q1 		$80.6K Hold
8,930
– – ﹤0.01% 2616
2025
Q4 		$76.6K Hold
8,930
– – ﹤0.01% 2739
2025
Q3 		$73.7K Sell
8,930
-2,757
-24% -$23.2K ﹤0.01% 2810
2025
Q2 		$104K Buy
+11,687
New +$105K ﹤0.01% 2579
2024
Q3 		– Sell
-123
Closed -$847 – 3323
2024
Q2 		$847 Sell
123
-5,472
-98% -$34.8K ﹤0.01% 3292
2024
Q1 		$38.2K Hold
5,595
– – ﹤0.01% 3053
2023
Q4 		$43.5K Hold
5,595
– – ﹤0.01% 3031
2023
Q3 		$37.9K Sell
5,595
-8,262
-60% -$58.8K ﹤0.01% 3091
2023
Q2 		$101K Buy
+13,857
New +$88.2K ﹤0.01% 2813
2022
Q1 		– Sell
-1
Closed – – 3362
2021
Q4 		$0 Hold
1
– – ﹤0.01% 3362
2021
Q3 		$0 Sell
1
-104
-99% -$705 ﹤0.01% 3506
2021
Q2 		$1K Sell
105
-6,861
-98% -$43.7K ﹤0.01% 3465
2021
Q1 		$49K Sell
6,966
-7,370
-51% -$51.4K ﹤0.01% 3224
2020
Q4 		$89K Sell
14,336
-5,307
-27% -$29.9K ﹤0.01% 3069
2020
Q3 		$94K Buy
19,643
+1
+0% +$5 ﹤0.01% 2943
2020
Q2 		$96K Buy
+19,642
New +$84.9K ﹤0.01% 2984

Other funds holding SNFCA

PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

New York State Common Retirement Fund's SNFCA Position: Q2 2026 in Review

New York State Common Retirement Fund held its Security National Financial (SNFCA) position steady in Q2 2026 at 8,930 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

New York State Common Retirement Fund first reported a position in SNFCA in Q2 2020 and has held it in 17 quarters since. The position peaked at $104K in Q2 2025. 15 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • New York State Common Retirement Fund held 8,930 shares of Security National Financial worth $82.4K as of Q2 2026.
  • New York State Common Retirement Fund left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2790 holding.
  • New York State Common Retirement Fund first reported a position in Security National Financial in Q2 2020 and has held it in 17 quarters since.
  • New York State Common Retirement Fund's Security National Financial position peaked at $104K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.