UBS AM
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UBS AM’s Security National Financial SNFCA Stock Holding History

UBS AM’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 		$379 Buy
+42
New +$360 ﹤0.01% 3739
2025
Q4 		– Sell
-3,865
Closed -$31.9K – 3330
2025
Q3 		$31.9K Buy
+3,865
New +$32.6K ﹤0.01% 2243

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

UBS AM's SNFCA Position: Q1 2026 in Review

UBS AM opened a new position in Security National Financial (SNFCA) in Q1 2026: 42 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #3739 among its holdings. This is a return to the name: UBS AM previously reported a position in SNFCA as recently as Q3 2025.

UBS AM first reported a position in SNFCA in Q3 2025 and has held it in 2 quarters since. The position peaked at $31.9K in Q3 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • UBS AM held 42 shares of Security National Financial worth $379 as of Q1 2026.
  • Security National Financial was a new UBS AM position in Q1 2026.
  • Security National Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3739 holding.
  • UBS AM first reported a position in Security National Financial in Q3 2025 and has held it in 2 quarters since.
  • UBS AM's Security National Financial position peaked at $31.9K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.