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 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 $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

Nuveen's SNFCA Position: Q1 2026 in Review

Nuveen held its Security National Financial (SNFCA) position steady in Q1 2026 at 23,375 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Nuveen first reported a position in SNFCA in Q2 2020 and has held it in 12 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Nuveen held 23,375 shares of Security National Financial worth $211K as of Q1 2026.
Nuveen left its Security National Financial share count unchanged in Q1 2026.
Security National Financial made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3084 holding.
Nuveen first reported a position in Security National Financial in Q2 2020 and has held it in 12 quarters since.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.