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Smithfield Trust’s Security National Financial SNFCA Stock Holding History

Smithfield Trust’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
Q4 		– Sell
-702
Closed -$6K – 1112
2025
Q3 		$6K Hold
702
– – ﹤0.01% 944
2025
Q2 		$6K Hold
702
– – ﹤0.01% 950
2025
Q1 		$8K Hold
702
– – ﹤0.01% 902
2024
Q4 		$8K Buy
+702
New +$7.07K ﹤0.01% 914

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Smithfield Trust's SNFCA Position: Q4 2025 in Review

Smithfield Trust sold out of Security National Financial (SNFCA) in Q4 2025, closing a stake of 702 shares — an estimated $6K sold.

Smithfield Trust first reported a position in SNFCA in Q4 2024 and held it in 4 quarters. The position peaked at $8K in Q1 2025. 72 funds tracked by Wall St. Rank hold SNFCA as of Q4 2025.

  • Smithfield Trust reported no remaining Security National Financial position as of Q4 2025 after selling out during the quarter.
  • Smithfield Trust sold 702 Security National Financial shares in Q4 2025, an estimated $6K.
  • Smithfield Trust first reported a position in Security National Financial in Q4 2024 and held it in 4 quarters.
  • Smithfield Trust's Security National Financial position peaked at $8K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Security National Financial as of Q4 2025.

Based on Smithfield Trust's 13F filing for Q4 2025, filed 9 Feb 2026.