Raymond James Financial
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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
Q2 		– Sell
-140,086
Closed -$1.26M – 5567
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 $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

Raymond James Financial's SNFCA Position: Q2 2026 in Review

Raymond James Financial sold out of Security National Financial (SNFCA) in Q2 2026, closing a stake of 140,086 shares — an estimated $1.26M sold.

Raymond James Financial first reported a position in SNFCA in Q1 2025 and held it in 5 quarters. The position peaked at $1.49M in Q2 2025. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Raymond James Financial reported no remaining Security National Financial position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 140,086 Security National Financial shares in Q2 2026, an estimated $1.26M.
  • Raymond James Financial first reported a position in Security National Financial in Q1 2025 and held it in 5 quarters.
  • Raymond James Financial's Security National Financial position peaked at $1.49M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.