Root Financial Partners
SNFCA icon

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
Q3 		$78 Buy
+9
New +$82 ﹤0.01% 3676
2026
Q2 		– Sell
-4
Closed -$38 – 2758
2026
Q1 		$38 Buy
+4
New +$34 ﹤0.01% 3404

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners's SNFCA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Security National Financial (SNFCA) in Q3 2026: 9 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #3676 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SNFCA as recently as Q1 2026.

Root Financial Partners first reported a position in SNFCA in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.

  • Root Financial Partners held 9 shares of Security National Financial worth $78 as of Q3 2026.
  • Security National Financial was a new Root Financial Partners position in Q3 2026.
  • Security National Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3676 holding.
  • Root Financial Partners first reported a position in Security National Financial in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.