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RBF Capital’s Security National Financial SNFCA Stock Holding History

RBF Capital’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 		$2.88M Hold
318,711
– – 0.14% 141
2025
Q4 		$2.73M Sell
318,711
-6,447
-2% -$52K 0.12% 152
2025
Q3 		$2.68M Hold
325,158
– – 0.12% 156
2025
Q2 		$2.91M Hold
325,158
– – 0.14% 150
2025
Q1 		$3.57M Hold
325,158
– – 0.23% 112
2024
Q4 		$3.55M Sell
325,158
-1,767
-0.5% -$17.8K 0.18% 120
2024
Q3 		$2.73M Buy
326,925
+2,645
+0.8% +$19.8K 0.14% 160
2024
Q2 		$2.24M Buy
+324,280
New +$2.06M 0.13% 159

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $431B 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return