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
2026 Q2	$323K	Buy	+34,958	New	+$320K	﹤0.01%	1011
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

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

Panagora Asset Management's SNFCA Position: Q2 2026 in Review

Panagora Asset Management opened a new position in Security National Financial (SNFCA) in Q2 2026: 34,958 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in SNFCA as recently as Q3 2025.

Panagora Asset Management first reported a position in SNFCA in Q1 2017 and has held it in 14 quarters since. The position peaked at $566K in Q1 2021. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Panagora Asset Management held 34,958 shares of Security National Financial worth $323K as of Q2 2026.
Security National Financial was a new Panagora Asset Management position in Q2 2026.
Security National Financial made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #1011 holding.
Panagora Asset Management first reported a position in Security National Financial in Q1 2017 and has held it in 14 quarters since.
Panagora Asset Management's Security National Financial position peaked at $566K in Q1 2021.
77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.