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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
Q2 		$2.94M Hold
318,711
– – 0.12% 157
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
– – 0.21% 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 $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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RBF Capital's SNFCA Position: Q2 2026 in Review

RBF Capital held its Security National Financial (SNFCA) position steady in Q2 2026 at 318,711 shares worth $2.94M. The position accounts for 0.12% of the portfolio, ranked #157.

RBF Capital first reported a position in SNFCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.57M in Q1 2025. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • RBF Capital held 318,711 shares of Security National Financial worth $2.94M as of Q2 2026.
  • RBF Capital left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up 0.12% of RBF Capital's portfolio in Q2 2026, its #157 holding.
  • RBF Capital first reported a position in Security National Financial in Q2 2024 and has held it in 9 quarters since.
  • RBF Capital's Security National Financial position peaked at $3.57M in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.