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Sterling Capital Management’s Security National Financial SNFCA Stock Holding History

Sterling Capital Management’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 		$5.1K Sell
565
-419
-43% -$3.59K ﹤0.01% 2723
2025
Q4 		$8.44K Sell
984
-136
-12% -$1.1K ﹤0.01% 2688
2025
Q3 		$9.25K Buy
1,120
+681
+155% +$5.74K ﹤0.01% 2526
2025
Q2 		$3.92K Buy
+439
New +$3.93K ﹤0.01% 2643

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 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
RC
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

Sterling Capital Management's SNFCA Position: Q1 2026 in Review

Sterling Capital Management reduced its Security National Financial (SNFCA) stake by 43% in Q1 2026, selling an estimated $3.59K and leaving 565 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Sterling Capital Management first reported a position in SNFCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.25K in Q3 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Sterling Capital Management held 565 shares of Security National Financial worth $5.1K as of Q1 2026.
  • Sterling Capital Management sold 419 Security National Financial shares in Q1 2026, an estimated $3.59K.
  • Security National Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2723 holding.
  • Sterling Capital Management first reported a position in Security National Financial in Q2 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Security National Financial position peaked at $9.25K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.