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Van Hulzen Asset Management’s Security National Financial SNFCA Stock Holding History

Van Hulzen 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
2025
Q1 		– Sell
-1,549
Closed -$16.9K – 979
2024
Q4 		$16.9K Buy
+1,549
New +$15.6K ﹤0.01% 704

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Van Hulzen Asset Management's SNFCA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Security National Financial (SNFCA) in Q1 2025, closing a stake of 1,549 shares — an estimated $16.9K sold.

Van Hulzen Asset Management first reported a position in SNFCA in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 60 funds tracked by Wall St. Rank hold SNFCA as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Security National Financial position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,549 Security National Financial shares in Q1 2025, an estimated $16.9K.
  • Van Hulzen Asset Management first reported a position in Security National Financial in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Security National Financial position peaked at $16.9K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Security National Financial as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.