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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
Q2 		– Sell
-4
Closed -$38 – 2758
2026
Q1 		$38 Buy
+4
New +$34 ﹤0.01% 3404

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LI
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Geode Capital Management
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VCM
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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

Root Financial Partners's SNFCA Position: Q2 2026 in Review

Root Financial Partners sold out of Security National Financial (SNFCA) in Q2 2026, closing a stake of 4 shares — an estimated $38 sold.

Root Financial Partners first reported a position in SNFCA in Q1 2026 and held it in 1 quarter. The position peaked at $38 in Q1 2026. 77 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Root Financial Partners reported no remaining Security National Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Security National Financial shares in Q2 2026, an estimated $38.
  • Root Financial Partners first reported a position in Security National Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Security National Financial position peaked at $38 in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.