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 Q2	$581K	Hold	63,000	–	–	0.56%	67
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 $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

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

Verdad Advisers's SNFCA Position: Q2 2026 in Review

Verdad Advisers held its Security National Financial (SNFCA) position steady in Q2 2026 at 63,000 shares worth $581K. The position accounts for 0.56% of the portfolio, ranked #67.

Verdad Advisers first reported a position in SNFCA in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2021. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Verdad Advisers held 63,000 shares of Security National Financial worth $581K as of Q2 2026.
Verdad Advisers left its Security National Financial share count unchanged in Q2 2026.
Security National Financial made up 0.56% of Verdad Advisers's portfolio in Q2 2026, its #67 holding.
Verdad Advisers first reported a position in Security National Financial in Q3 2021 and has held it in 14 quarters since.
Verdad Advisers's Security National Financial position peaked at $1.59M in Q4 2021.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.