Raymond James Financial
SNFCA icon

Raymond James Financial’s Security National Financial SNFCA Stock Holding History

Raymond James Financial’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
Q1 		$1.26M Sell
140,086
-29,804
-18% -$255K ﹤0.01% 3696
2025
Q4 		$1.46M Sell
169,890
-4,949
-3% -$39.9K ﹤0.01% 3518
2025
Q3 		$1.44M Buy
174,839
+7,603
+5% +$64.1K ﹤0.01% 3427
2025
Q2 		$1.49M Buy
167,236
+156,122
+1,405% +$1.4M ﹤0.01% 3303
2025
Q1 		$122K Buy
+11,114
New +$126K ﹤0.01% 4515

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Raymond James Financial's SNFCA Position: Q1 2026 in Review

Raymond James Financial reduced its Security National Financial (SNFCA) stake by 18% in Q1 2026, selling an estimated $255K and leaving 140,086 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

Raymond James Financial first reported a position in SNFCA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q2 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Raymond James Financial held 140,086 shares of Security National Financial worth $1.26M as of Q1 2026.
  • Raymond James Financial sold 29,804 Security National Financial shares in Q1 2026, an estimated $255K.
  • Security National Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3696 holding.
  • Raymond James Financial first reported a position in Security National Financial in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Security National Financial position peaked at $1.49M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.