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Ritholtz Wealth Management’s Security National Financial SNFCA Stock Holding History

Ritholtz Wealth Management’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 		$142K Sell
15,434
-6,499
-30% -$59.5K ﹤0.01% 1262
2026
Q1 		$198K Sell
21,933
-2,401
-10% -$20.6K ﹤0.01% 1140
2025
Q4 		$209K Sell
24,334
-9,095
-27% -$73.4K ﹤0.01% 1051
2025
Q3 		$276K Sell
33,429
-14,560
-30% -$123K 0.01% 870
2025
Q2 		$429K Buy
47,989
+5,019
+12% +$44.9K 0.01% 678
2025
Q1 		$472K Sell
42,970
-1,939
-4% -$22K 0.01% 607
2024
Q4 		$490K Buy
44,909
+16,633
+59% +$168K 0.01% 570
2024
Q3 		$236K Buy
28,276
+11,505
+69% +$86.1K 0.01% 767
2024
Q2 		$116K Sell
16,771
-2,780
-14% -$17.7K ﹤0.01% 795
2024
Q1 		$134K Buy
19,551
+2,624
+16% +$18.5K ﹤0.01% 761
2023
Q4 		$132K Buy
16,927
+512
+3% +$3.52K 0.01% 719
2023
Q3 		$111K Buy
+16,415
New +$117K 0.01% 674

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

Ritholtz Wealth Management's SNFCA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Security National Financial (SNFCA) stake by 30% in Q2 2026, selling an estimated $59.5K and leaving 15,434 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Ritholtz Wealth Management first reported a position in SNFCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $490K in Q4 2024. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Ritholtz Wealth Management held 15,434 shares of Security National Financial worth $142K as of Q2 2026.
  • Ritholtz Wealth Management sold 6,499 Security National Financial shares in Q2 2026, an estimated $59.5K.
  • Security National Financial made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • Ritholtz Wealth Management first reported a position in Security National Financial in Q3 2023 and has held it in 12 quarters since.
  • Ritholtz Wealth Management's Security National Financial position peaked at $490K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.