Nuveen’s Security National Financial SNFCA Stock Holding History

Nuveen’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	$251K	Buy	27,196 +3,821	+16%	+$35K	﹤0.01%	3563
2026 Q1	$211K	Hold	23,375	–	–	﹤0.01%	3084
2025 Q4	$201K	Buy	23,375 +2,314	+11%	+$18.7K	﹤0.01%	3140
2025 Q3	$174K	Hold	21,061	–	–	﹤0.01%	3178
2025 Q2	$188K	Buy	+21,061	New	+$189K	﹤0.01%	3170
2024 Q2	–	Sell	-17,406	Closed	-$119K	–	3411
2024 Q1	$119K	Hold	17,406	–	–	﹤0.01%	3238
2023 Q4	$135K	Hold	17,406	–	–	﹤0.01%	3259
2023 Q3	$118K	Hold	17,406	–	–	﹤0.01%	3112
2023 Q2	$121K	Buy	+17,406	New	+$111K	﹤0.01%	3148
2021 Q2	–	Sell	-21,034	Closed	-$147K	–	3519
2021 Q1	$147K	Hold	21,034	–	–	﹤0.01%	3261
2020 Q4	$131K	Hold	21,034	–	–	﹤0.01%	3230
2020 Q3	$100K	Sell	21,034 -1	-0%	-$5	﹤0.01%	3217
2020 Q2	$103K	Buy	+21,035	New	+$90.9K	﹤0.01%	3158

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Nuveen's SNFCA Position: Q2 2026 in Review

Nuveen increased its Security National Financial (SNFCA) stake by 16% in Q2 2026, buying an estimated $35K and bringing the position to 27,196 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Nuveen first reported a position in SNFCA in Q2 2020 and has held it in 13 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Nuveen held 27,196 shares of Security National Financial worth $251K as of Q2 2026.
Nuveen bought 3,821 Security National Financial shares in Q2 2026, an estimated $35K.
Security National Financial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3563 holding.
Nuveen first reported a position in Security National Financial in Q2 2020 and has held it in 13 quarters since.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.