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Panagora Asset Management’s Security National Financial SNFCA Stock Holding History

Panagora 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
2025
Q4 		– Sell
-11,241
Closed -$92.8K – 1256
2025
Q3 		$92.8K Sell
11,241
-648
-5% -$5.46K ﹤0.01% 1133
2025
Q2 		$106K Buy
+11,889
New +$106K ﹤0.01% 1089
2024
Q2 		– Sell
-25,945
Closed -$177K – 1279
2024
Q1 		$177K Buy
25,945
+14,057
+118% +$99.2K ﹤0.01% 1163
2023
Q4 		$92.4K Buy
+11,888
New +$81.7K ﹤0.01% 1206
2021
Q3 		– Sell
-1,506
Closed -$10K – 2303
2021
Q2 		$10K Sell
1,506
-79,593
-98% -$507K ﹤0.01% 2261
2021
Q1 		$566K Sell
81,099
-931
-1% -$6.49K ﹤0.01% 1276
2020
Q4 		$511K Buy
82,030
+2,347
+3% +$13.2K ﹤0.01% 1219
2020
Q3 		$381K Buy
79,683
+65,279
+453% +$306K ﹤0.01% 1272
2020
Q2 		$71K Buy
+14,404
New +$62.3K ﹤0.01% 1897
2018
Q1 		– Sell
-6,181
Closed -$21K – 2393
2017
Q4 		$21K Sell
6,181
-210
-3% -$697 ﹤0.01% 2165
2017
Q3 		$20K Sell
6,391
-1,369
-18% -$5.18K ﹤0.01% 2172
2017
Q2 		$31K Hold
7,760
– – ﹤0.01% 2168
2017
Q1 		$33K Buy
+7,760
New +$33.8K ﹤0.01% 2083

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Panagora Asset Management's SNFCA Position: Q4 2025 in Review

Panagora Asset Management sold out of Security National Financial (SNFCA) in Q4 2025, closing a stake of 11,241 shares — an estimated $92.8K sold.

Panagora Asset Management first reported a position in SNFCA in Q1 2017 and held it in 13 quarters. The position peaked at $566K in Q1 2021. 72 funds tracked by Wall St. Rank hold SNFCA as of Q4 2025.

  • Panagora Asset Management reported no remaining Security National Financial position as of Q4 2025 after selling out during the quarter.
  • Panagora Asset Management sold 11,241 Security National Financial shares in Q4 2025, an estimated $92.8K.
  • Panagora Asset Management first reported a position in Security National Financial in Q1 2017 and held it in 13 quarters.
  • Panagora Asset Management's Security National Financial position peaked at $566K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Security National Financial as of Q4 2025.

Based on Panagora Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.