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Soltis Investment Advisors’s Security National Financial SNFCA Stock Holding History

Soltis Investment 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
Q4 		– Sell
-2,769,685
Closed -$22.9M – 544
2025
Q3 		$22.9M Sell
2,769,685
-42,898
-2% -$362K 1.58% 8
2025
Q2 		$25.1M Sell
2,812,583
-15,885
-0.6% -$142K 1.97% 7
2025
Q1 		$31M Sell
2,828,468
-64,306
-2% -$730K 2.77% 4
2024
Q4 		$31.6M Sell
2,892,774
-217,321
-7% -$2.19M 2.92% 4
2024
Q3 		$26M Sell
3,110,095
-121,795
-4% -$912K 2.54% 4
2024
Q2 		$22.3M Sell
3,231,890
-145,099
-4% -$923K 2.36% 8
2024
Q1 		$23.1M Sell
3,376,989
-18,551
-0.5% -$131K 2.58% 4
2023
Q4 		$26.4M Buy
+3,395,540
New +$23.3M 2.98% 5
2023
Q3 		– Sell
-3,654,872
Closed -$26.7M – 280
2023
Q2 		$26.7M Buy
3,654,872
+78,284
+2% +$498K 3.1% 6
2023
Q1 		$18.3M Sell
3,576,588
-86,503
-2% -$492K 2.33% 7
2022
Q4 		$22M Sell
3,663,091
-39,739
-1% -$212K 2.9% 5
2022
Q3 		$19.3M Buy
3,702,830
+166,764
+5% +$1.03M 2.91% 6
2022
Q2 		$24.6M Sell
3,536,066
-199,966
-5% -$1.45M 3.57% 4
2022
Q1 		$29.3M Buy
3,736,032
+157,002
+4% +$1.18M 4.07% 4
2021
Q4 		$25.8M Sell
3,579,030
-45,515
-1% -$313K 3.64% 6
2021
Q3 		$23.4M Buy
3,624,545
+89,244
+3% +$605K 3.62% 6
2021
Q2 		$23.1M Buy
3,535,301
+61,918
+2% +$395K 3.66% 5
2021
Q1 		$24.2M Buy
3,473,383
+80,668
+2% +$562K 4.42% 5
2020
Q4 		$21.1M Buy
3,392,715
+290,510
+9% +$1.64M 3.92% 6
2020
Q3 		$14.8M Buy
3,102,205
+98,799
+3% +$463K 3.48% 6
2020
Q2 		$14.7M Buy
3,003,406
+107,677
+4% +$465K 3.82% 4
2020
Q1 		$9M Sell
2,895,729
-24,636
-0.8% -$94.8K 2.8% 4
2019
Q4 		$11.8M Buy
+2,920,365
New +$10.6M 2.28% 9

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

Soltis Investment Advisors's SNFCA Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Security National Financial (SNFCA) in Q4 2025, closing a stake of 2,769,685 shares — an estimated $22.9M sold.

Soltis Investment Advisors first reported a position in SNFCA in Q4 2019 and held it in 23 quarters. The position peaked at $31.6M in Q4 2024. 72 funds tracked by Wall St. Rank hold SNFCA as of Q4 2025.

  • Soltis Investment Advisors reported no remaining Security National Financial position as of Q4 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 2,769,685 Security National Financial shares in Q4 2025, an estimated $22.9M.
  • Soltis Investment Advisors first reported a position in Security National Financial in Q4 2019 and held it in 23 quarters.
  • Soltis Investment Advisors's Security National Financial position peaked at $31.6M in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Security National Financial as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.