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Root Financial Partners’s Security National Financial SNFCA Stock Holding History

Root Financial Partners’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 		$38 Buy
+4
New +$34 ﹤0.01% 3404

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

Root Financial Partners's SNFCA Position: Q1 2026 in Review

Root Financial Partners opened a new position in Security National Financial (SNFCA) in Q1 2026: 4 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #3404 among its holdings.

80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Root Financial Partners held 4 shares of Security National Financial worth $38 as of Q1 2026.
  • Security National Financial was a new Root Financial Partners position in Q1 2026.
  • Security National Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3404 holding.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.