Osaic Holdings
SNFCA icon

Osaic Holdings’s Security National Financial SNFCA Stock Holding History

Osaic Holdings’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
2025
Q2 		– Sell
-168
Closed -$1.84K – 7877
2025
Q1 		$1.84K Hold
168
– – ﹤0.01% 6628
2024
Q4 		$1.83K Buy
+168
New +$1.69K ﹤0.01% 6642
2024
Q2 		– Sell
-3,548
Closed -$24.2K – 7601
2024
Q1 		$24.2K Buy
+3,548
New +$25K ﹤0.01% 5235
2021
Q4 		– Sell
-1,842
Closed -$12K – 7552
2021
Q3 		$12K Buy
1,842
+1
+0.1% +$7 ﹤0.01% 6103
2021
Q2 		$12K Hold
1,841
– – ﹤0.01% 5964
2021
Q1 		$13K Hold
1,841
– – ﹤0.01% 5745
2020
Q4 		$11K Sell
1,841
-34
-2% -$192 ﹤0.01% 5483
2020
Q3 		$9K Buy
1,875
+1,842
+5,582% +$8.63K ﹤0.01% 5341
2020
Q2 		$0 Hold
33
– – ﹤0.01% 6308
2020
Q1 		$0 Buy
+33
New +$127 ﹤0.01% 6173

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Osaic Holdings's SNFCA Position: Q2 2025 in Review

Osaic Holdings sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 168 shares — an estimated $1.84K sold.

Osaic Holdings first reported a position in SNFCA in Q1 2020 and held it in 10 quarters. The position peaked at $24.2K in Q1 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Osaic Holdings reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Osaic Holdings sold 168 Security National Financial shares in Q2 2025, an estimated $1.84K.
  • Osaic Holdings first reported a position in Security National Financial in Q1 2020 and held it in 10 quarters.
  • Osaic Holdings's Security National Financial position peaked at $24.2K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Osaic Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.