State Street’s Security National Financial SNFCA Stock Holding History

State Street’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 Q1	$1.63M	Buy	181,085 +16,463	+10%	+$141K	﹤0.01%	3354
2025 Q4	$1.41M	Sell	164,622 -811	-0.5%	-$6.54K	﹤0.01%	3445
2025 Q3	$1.37M	Buy	165,433 +8,662	+6%	+$73K	﹤0.01%	3440
2025 Q2	$1.4M	Buy	156,771 +102,720	+190%	+$920K	﹤0.01%	3417
2025 Q1	$593K	Hold	54,051	–	–	﹤0.01%	3552
2024 Q4	$590K	Sell	54,051 -2,356	-4%	-$23.7K	﹤0.01%	3586
2024 Q3	$471K	Sell	56,407 -3	-0%	-$22	﹤0.01%	3610
2024 Q2	$389K	Sell	56,410 -103,606	-65%	-$659K	﹤0.01%	3617
2024 Q1	$1.09M	Sell	160,016 -7,641	-5%	-$53.9K	﹤0.01%	3445
2023 Q4	$1.3M	Sell	167,657 -362	-0.2%	-$2.49K	﹤0.01%	3423
2023 Q3	$1.14M	Sell	168,019 -2,317	-1%	-$16.5K	﹤0.01%	3495
2023 Q2	$1.24M	Buy	170,336 +115,274	+209%	+$734K	﹤0.01%	3548
2023 Q1	$281K	Hold	55,062	–	–	﹤0.01%	3948
2022 Q4	$331K	Hold	55,062	–	–	﹤0.01%	3912
2022 Q3	$288K	Hold	55,062	–	–	﹤0.01%	3981
2022 Q2	$383K	Sell	55,062 -3	-0%	-$22	﹤0.01%	3946
2022 Q1	$431K	Buy	55,065 +5,480	+11%	+$41.3K	﹤0.01%	4113
2021 Q4	$357K	Hold	49,585	–	–	﹤0.01%	4126
2021 Q3	$320K	Buy	49,585 +13,526	+38%	+$91.7K	﹤0.01%	4160
2021 Q2	$235K	Sell	36,059 -169,004	-82%	-$1.08M	﹤0.01%	4155
2021 Q1	$1.43M	Buy	205,063 +10,745	+6%	+$74.9K	﹤0.01%	3546
2020 Q4	$1.21M	Buy	194,318 +61,671	+46%	+$347K	﹤0.01%	3525
2020 Q3	$633K	Sell	132,647 -1	-0%	-$5	﹤0.01%	3536
2020 Q2	$651K	Buy	+132,648	New	+$573K	﹤0.01%	3505

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street's SNFCA Position: Q1 2026 in Review

State Street increased its Security National Financial (SNFCA) stake by 10% in Q1 2026, buying an estimated $141K and bringing the position to 181,085 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

State Street first reported a position in SNFCA in Q2 2020 and has held it in 24 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

State Street held 181,085 shares of Security National Financial worth $1.63M as of Q1 2026.
State Street bought 16,463 Security National Financial shares in Q1 2026, an estimated $141K.
Security National Financial made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3354 holding.
State Street first reported a position in Security National Financial in Q2 2020 and has held it in 24 quarters since.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.