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Rothschild Investment LLC’s Security National Financial SNFCA Stock Holding History

Rothschild Investment LLC’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 		$533 Buy
58
+14
+32% +$128 ﹤0.01% 3247
2026
Q1 		$398 Buy
44
+7
+19% +$60 ﹤0.01% 3186
2025
Q4 		$315 Hold
37
– – ﹤0.01% 3035
2025
Q3 		$303 Buy
+37
New +$312 ﹤0.01% 2935

Other funds holding SNFCA

PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Rothschild Investment LLC's SNFCA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Security National Financial (SNFCA) stake by 32% in Q2 2026, buying an estimated $128 and bringing the position to 58 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Rothschild Investment LLC first reported a position in SNFCA in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Rothschild Investment LLC held 58 shares of Security National Financial worth $533 as of Q2 2026.
  • Rothschild Investment LLC bought 14 Security National Financial shares in Q2 2026, an estimated $128.
  • Security National Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3247 holding.
  • Rothschild Investment LLC first reported a position in Security National Financial in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.