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Steve Schonfeld’s Security National Financial SNFCA Stock Holding History

Steve Schonfeld’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 		– Sell
-17,307
Closed -$190K – 2506
2025
Q1 		$190K Sell
17,307
-14,062
-45% -$160K ﹤0.01% 1955
2024
Q4 		$342K Buy
+31,369
New +$316K ﹤0.01% 1564

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Steve Schonfeld's SNFCA Position: Q2 2025 in Review

Steve Schonfeld sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 17,307 shares — an estimated $190K sold.

Steve Schonfeld first reported a position in SNFCA in Q4 2024 and held it in 2 quarters. The position peaked at $342K in Q4 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • Steve Schonfeld reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 17,307 Security National Financial shares in Q2 2025, an estimated $190K.
  • Steve Schonfeld first reported a position in Security National Financial in Q4 2024 and held it in 2 quarters.
  • Steve Schonfeld's Security National Financial position peaked at $342K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.