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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
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 $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

Ritholtz Wealth Management's SNFCA Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Security National Financial (SNFCA) stake by 9.9% in Q1 2026, selling an estimated $20.6K and leaving 21,933 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Ritholtz Wealth Management first reported a position in SNFCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $490K in Q4 2024. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Ritholtz Wealth Management held 21,933 shares of Security National Financial worth $198K as of Q1 2026.
  • Ritholtz Wealth Management sold 2,401 Security National Financial shares in Q1 2026, an estimated $20.6K.
  • Security National Financial made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1140 holding.
  • Ritholtz Wealth Management first reported a position in Security National Financial in Q3 2023 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's Security National Financial position peaked at $490K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.