RAYMOND JAMES FINANCIAL INC
Position in SNFCA — Security National Financial Corp
CIK 720005
ST. PETERSBURG, FL
Position in SNFCA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,264,777
-$193,048 QoQ
Shares Held
140,086
-17.5% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $583,227,289 across 13 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,455,748 | $170,686,451 | |
| 2 | GL |
Globe Life Inc.
|
576,832 | $103,068,340 | |
| 3 | MET |
Metlife Inc
|
1,164,639 | $98,540,102 | |
| 4 | PRU |
Prudential Financial Inc
|
630,886 | $68,091,524 | |
| 5 | PRI |
Primerica, Inc.
|
121,942 | $34,655,916 | |
| 6 | MFC |
Manulife Financial Corp
|
665,538 | $26,960,942 | |
| 7 | JXN |
Jackson Financial Inc.
|
248,377 | $25,431,320 | |
| 8 | UNM |
Unum Group
|
228,137 | $20,395,447 |
All Filings in SNFCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,264,777 | 133,415 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,457,825 | 161,800 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,443,659 | 166,513 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,494,119 | 151,688 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $121,980 | 10,081 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||