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TownSquare Capital’s Security National Financial SNFCA Stock Holding History

TownSquare Capital’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
-45,523
Closed -$500K – 1449
2025
Q1 		$500K Hold
45,523
– – 0.01% 1125
2024
Q4 		$497K Sell
45,523
-82,688
-64% -$833K 0.01% 1027
2024
Q3 		$1.07M Buy
128,211
+1
+0% +$7 0.01% 707
2024
Q2 		$885K Hold
128,210
– – 0.01% 702
2024
Q1 		$876K Buy
+128,210
New +$905K 0.01% 689

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

TownSquare Capital's SNFCA Position: Q2 2025 in Review

TownSquare Capital sold out of Security National Financial (SNFCA) in Q2 2025, closing a stake of 45,523 shares — an estimated $500K sold.

TownSquare Capital first reported a position in SNFCA in Q1 2024 and held it in 5 quarters. The position peaked at $1.07M in Q3 2024. 63 funds tracked by Wall St. Rank hold SNFCA as of Q2 2025.

  • TownSquare Capital reported no remaining Security National Financial position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 45,523 Security National Financial shares in Q2 2025, an estimated $500K.
  • TownSquare Capital first reported a position in Security National Financial in Q1 2024 and held it in 5 quarters.
  • TownSquare Capital's Security National Financial position peaked at $1.07M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Security National Financial as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.