Qube Research & Technologies (QRT)
SNFCA icon

Qube Research & Technologies (QRT)’s Security National Financial SNFCA Stock Holding History

Qube Research & Technologies (QRT)’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
-30,699
Closed -$337K – 3938
2025
Q1 		$337K Sell
30,699
-47,849
-61% -$543K ﹤0.01% 2698
2024
Q4 		$857K Buy
78,548
+32,037
+69% +$323K ﹤0.01% 2245
2024
Q3 		$388K Buy
46,511
+15,426
+50% +$115K ﹤0.01% 2348
2024
Q2 		$215K Buy
+31,085
New +$198K ﹤0.01% 2404

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

Qube Research & Technologies (QRT)'s SNFCA Position: Q2 2025 in Review

Qube Research & Technologies (QRT) sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 30,699 shares — an estimated $337K sold.

Qube Research & Technologies (QRT) first reported a position in SNFCA in Q2 2024 and held it in 4 quarters. The position peaked at $857K in Q4 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Qube Research & Technologies (QRT) reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 30,699 Security National Financial shares in Q2 2025, an estimated $337K.
  • Qube Research & Technologies (QRT) first reported a position in Security National Financial in Q2 2024 and held it in 4 quarters.
  • Qube Research & Technologies (QRT)'s Security National Financial position peaked at $857K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2025, filed 14 Aug 2025.