RITHOLTZ WEALTH MANAGEMENT

Position in SNFCA — Security National Financial Corp

CIK 1698218 NEW YORK, NY

Position in SNFCA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$142,433

-$55,595 QoQ

Shares Held

15,434

-29.6% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#36

of 77 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $23,364,461 across 10 Insurance - Life names. SNFCA ranks #10 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	193,757	$7,849,096
2	PRI	Primerica, Inc.	13,499	$3,836,415
3	AFL	Aflac Inc	26,715	$3,132,333
4	UNM	Unum Group	35,011	$3,129,983
5	MET	Metlife Inc	17,102	$1,447,000
6	JXN	Jackson Financial Inc.	13,866	$1,419,739
7	PUK	Prudential PLC	33,314	$893,148
8	PRU	Prudential Financial Inc	7,228	$780,118

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,433	14,699	-29.6%	Shares	Sole	2026-08-11
2026-03-31	$198,028	20,889	-9.9%	Shares	Sole	2026-04-20
2025-12-31	$208,807	23,175	-27.2%	Shares	Sole	2026-01-23
2025-09-30	$276,025	31,837	-26.9%	Shares	Sole	2025-10-28
2025-06-30	$428,739	43,527	+11.7%	Shares	Sole	2025-07-28
2025-03-31	$471,599	38,975	-4.3%	Shares	Sole	2025-04-17
2024-12-31	$490,031	40,734	+58.8%	Shares	Sole	2025-01-15
2024-09-30	$235,953	25,647	+77.0%	Shares	Sole	2024-10-10
2024-06-30	$115,751	14,487	-14.2%	Shares	Sole	2024-08-01
2024-03-31	$133,592	16,889	+15.5%	Shares	Sole	2024-04-24
2023-12-31	$131,597	14,622	+3.1%	Shares	Sole	2024-01-18
2023-09-30	$111,171	14,180	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.