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O'Shaughnessy Asset Management’s Security National Financial SNFCA Stock Holding History

O'Shaughnessy Asset Management’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 		$185K Sell
20,085
-6,774
-25% -$62K ﹤0.01% 2049
2026
Q1 		$242K Sell
26,859
-8,674
-24% -$74.3K ﹤0.01% 1900
2025
Q4 		$305K Sell
35,533
-27,585
-44% -$222K ﹤0.01% 1766
2025
Q3 		$521K Sell
63,118
-27,472
-30% -$232K ﹤0.01% 1461
2025
Q2 		$809K Sell
90,590
-4,891
-5% -$43.8K 0.01% 1144
2025
Q1 		$1.05M Sell
95,481
-7,803
-8% -$88.6K 0.01% 967
2024
Q4 		$1.13M Buy
103,284
+30,872
+43% +$311K 0.01% 904
2024
Q3 		$640K Buy
72,412
+28,928
+67% +$217K 0.01% 1108
2024
Q2 		$300K Sell
43,484
-14,257
-25% -$90.7K ﹤0.01% 1368
2024
Q1 		$395K Buy
57,741
+21,292
+58% +$150K ﹤0.01% 1208
2023
Q4 		$283K Buy
36,449
+91
+0.3% +$626 ﹤0.01% 1235
2023
Q3 		$246K Buy
36,358
+17,508
+93% +$125K ﹤0.01% 1199
2023
Q2 		$138K Buy
+18,850
New +$120K ﹤0.01% 1254
2022
Q4 		– Sell
-15,264
Closed -$80K – 1452
2022
Q3 		$80K Buy
15,264
+9
+0.1% +$56 ﹤0.01% 1183
2022
Q2 		$106K Buy
+15,255
New +$111K ﹤0.01% 1108
2021
Q4 		– Sell
-24,941
Closed -$161K – 2304
2021
Q3 		$161K Sell
24,941
-7,737
-24% -$52.5K ﹤0.01% 1138
2021
Q2 		$213K Buy
32,678
+3,487
+12% +$22.2K ﹤0.01% 1003
2021
Q1 		$204K Sell
29,191
-7,431
-20% -$51.8K ﹤0.01% 919
2020
Q4 		$228K Buy
36,622
+6,171
+20% +$34.8K 0.01% 785
2020
Q3 		$145K Buy
30,451
+18,731
+160% +$87.7K ﹤0.01% 802
2020
Q2 		$57K Buy
+11,720
New +$50.7K ﹤0.01% 976
2016
Q3 		– Sell
-17,735
Closed -$52K – 961
2016
Q2 		$52K Buy
17,735
+14,244
+408% +$40.7K ﹤0.01% 686
2016
Q1 		$11K Buy
3,491
+705
+25% +$2.38K ﹤0.01% 742
2015
Q4 		$10K Buy
2,786
+14
+0.5% +$51 ﹤0.01% 736
2015
Q3 		$11K Buy
+2,772
New +$11.4K ﹤0.01% 702

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
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

O'Shaughnessy Asset Management's SNFCA Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Security National Financial (SNFCA) stake by 25% in Q2 2026, selling an estimated $62K and leaving 20,085 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

O'Shaughnessy Asset Management first reported a position in SNFCA in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2024. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • O'Shaughnessy Asset Management held 20,085 shares of Security National Financial worth $185K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 6,774 Security National Financial shares in Q2 2026, an estimated $62K.
  • Security National Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2049 holding.
  • O'Shaughnessy Asset Management first reported a position in Security National Financial in Q3 2015 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Security National Financial position peaked at $1.13M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.