Verdad Advisers’s Security National Financial SNFCA Stock Holding History

Verdad Advisers’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	$569K	Sell	63,000 -21,840	-26%	-$187K	0.64%	52
2025 Q4	$728K	Buy	+84,840	New	+$684K	0.83%	42
2024 Q3	$662K	Sell	79,315 -1,135	-1%	-$8.5K	0.88%	43
2024 Q2	$555K	Sell	80,450 -17,254	-18%	-$110K	0.64%	64
2024 Q1	$668K	Buy	97,704 +66,604	+214%	+$470K	0.73%	52
2023 Q4	$242K	Buy	+31,100	New	+$214K	0.49%	48
2023 Q2	–	Sell	-14,195	Closed	-$72.8K	–	55
2023 Q1	$72.8K	Sell	14,195 -83,046	-85%	-$473K	0.15%	38
2022 Q4	$584K	Sell	97,241 -43,092	-31%	-$230K	0.59%	29
2022 Q3	$733K	Sell	140,333 -38,346	-21%	-$237K	1.07%	24
2022 Q2	$1.24M	Sell	178,679 -12,763	-7%	-$92.8K	1.17%	22
2022 Q1	$1.5M	Sell	191,442 -28,717	-13%	-$217K	1.23%	25
2021 Q4	$1.59M	Buy	220,159 +60,765	+38%	+$417K	1.08%	29
2021 Q3	$1.03M	Buy	+159,394	New	+$1.08M	0.74%	43

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

Verdad Advisers's SNFCA Position: Q1 2026 in Review

Verdad Advisers reduced its Security National Financial (SNFCA) stake by 26% in Q1 2026, selling an estimated $187K and leaving 63,000 shares worth $569K. The position accounts for 0.64% of the portfolio, ranked #52.

Verdad Advisers first reported a position in SNFCA in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2021. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Verdad Advisers held 63,000 shares of Security National Financial worth $569K as of Q1 2026.
Verdad Advisers sold 21,840 Security National Financial shares in Q1 2026, an estimated $187K.
Security National Financial made up 0.64% of Verdad Advisers's portfolio in Q1 2026, its #52 holding.
Verdad Advisers first reported a position in Security National Financial in Q3 2021 and has held it in 13 quarters since.
Verdad Advisers's Security National Financial position peaked at $1.59M in Q4 2021.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Verdad Advisers's 13F filing for Q1 2026, filed 15 May 2026.