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Scott Marsh Financial’s Security National Financial SNFCA Stock Holding History

Scott Marsh Financial’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 		$407K Buy
+45,523
New +$408K 0.15% 172

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

Scott Marsh Financial's SNFCA Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Security National Financial (SNFCA) in Q2 2025: 45,523 shares worth $407K. The stake represents 0.15% of the portfolio and ranks #172 among its holdings.

63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Scott Marsh Financial held 45,523 shares of Security National Financial worth $407K as of Q2 2025.
  • Security National Financial was a new Scott Marsh Financial position in Q2 2025.
  • Security National Financial made up 0.15% of Scott Marsh Financial's portfolio in Q2 2025, its #172 holding.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.