SSA
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Schonfeld Strategic Advisors’s Security National Financial SNFCA Stock Holding History

Schonfeld Strategic Advisors’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
2025
Q2 		– Sell
-17,307
Closed -$190K – 2506
2025
Q1 		$190K Sell
17,307
-14,062
-45% -$160K ﹤0.01% 1955
2024
Q4 		$342K Buy
+31,369
New +$316K ﹤0.01% 1564

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Schonfeld Strategic Advisors's SNFCA Position: Q2 2025 in Review

Schonfeld Strategic Advisors sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 17,307 shares — an estimated $190K sold.

Schonfeld Strategic Advisors first reported a position in SNFCA in Q4 2024 and held it in 2 quarters. The position peaked at $342K in Q4 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Schonfeld Strategic Advisors reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 17,307 Security National Financial shares in Q2 2025, an estimated $190K.
  • Schonfeld Strategic Advisors first reported a position in Security National Financial in Q4 2024 and held it in 2 quarters.
  • Schonfeld Strategic Advisors's Security National Financial position peaked at $342K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.