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Tucker Asset Management’s Security National Financial SNFCA Stock Holding History

Tucker Asset 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 		– Sell
-1,308
Closed -$11.2K – 919
2025
Q4 		$11.2K Buy
+1,308
New +$10.6K ﹤0.01% 553

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Tucker Asset Management's SNFCA Position: Q1 2026 in Review

Tucker Asset Management sold out of Security National Financial (SNFCA) in Q1 2026, closing a stake of 1,308 shares — an estimated $11.2K sold.

Tucker Asset Management first reported a position in SNFCA in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Tucker Asset Management reported no remaining Security National Financial position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 1,308 Security National Financial shares in Q1 2026, an estimated $11.2K.
  • Tucker Asset Management first reported a position in Security National Financial in Q4 2025 and held it in 1 quarter.
  • Tucker Asset Management's Security National Financial position peaked at $11.2K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.