RhumbLine Advisers
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RhumbLine Advisers’s Security National Financial SNFCA Stock Holding History

RhumbLine Advisers’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 		$105K Sell
11,676
-158
-1% -$1.35K ﹤0.01% 3391
2025
Q4 		$102K Sell
11,834
-2,626
-18% -$21.2K ﹤0.01% 3465
2025
Q3 		$119K Sell
14,460
-3,393
-19% -$28.6K ﹤0.01% 3452
2025
Q2 		$160K Buy
+17,853
New +$160K ﹤0.01% 3348
2025
Q1 		– Sell
-1
Closed -$11 – 4115
2024
Q4 		$48 Buy
+1
New +$10 ﹤0.01% 4146
2024
Q3 		– Sell
-684
Closed -$5.12K – 4184
2024
Q2 		$4.75K Sell
684
-14,469
-95% -$92K ﹤0.01% 4093
2024
Q1 		$104K Sell
15,153
-111
-0.7% -$783 ﹤0.01% 3437
2023
Q4 		$119K Buy
15,264
+130
+0.9% +$894 ﹤0.01% 3395
2023
Q3 		$103K Buy
15,134
+578
+4% +$4.11K ﹤0.01% 3457
2023
Q2 		$106K Buy
+14,556
New +$92.6K ﹤0.01% 3506
2021
Q2 		– Sell
-15,706
Closed -$110K – 3097
2021
Q1 		$110K Buy
15,706
+838
+6% +$5.84K ﹤0.01% 2925
2020
Q4 		$93K Buy
+14,868
New +$83.7K ﹤0.01% 2974
2020
Q3 		– Sell
-14,866
Closed -$73K – 3037
2020
Q2 		$73K Buy
+14,866
New +$64.3K ﹤0.01% 3001
2013
Q3 		– Sell
-21,222
Closed -$65K – 2988
2013
Q2 		$65K Buy
+21,222
New +$81.6K ﹤0.01% 3286

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $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

RhumbLine Advisers's SNFCA Position: Q1 2026 in Review

RhumbLine Advisers reduced its Security National Financial (SNFCA) stake by 1.3% in Q1 2026, selling an estimated $1.35K and leaving 11,676 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

RhumbLine Advisers first reported a position in SNFCA in Q2 2013 and has held it in 14 quarters since. The position peaked at $160K in Q2 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • RhumbLine Advisers held 11,676 shares of Security National Financial worth $105K as of Q1 2026.
  • RhumbLine Advisers sold 158 Security National Financial shares in Q1 2026, an estimated $1.35K.
  • Security National Financial made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3391 holding.
  • RhumbLine Advisers first reported a position in Security National Financial in Q2 2013 and has held it in 14 quarters since.
  • RhumbLine Advisers's Security National Financial position peaked at $160K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.