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Allworth Financial’s Security National Financial SNFCA Stock Holding History

Allworth Financial’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 		$361 Buy
40
+36
+900% +$308 ﹤0.01% 4810
2025
Q4 		$37 Buy
+4
New +$32 ﹤0.01% 4870

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
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

Allworth Financial's SNFCA Position: Q1 2026 in Review

Allworth Financial increased its Security National Financial (SNFCA) stake by 900% in Q1 2026, buying an estimated $308 and bringing the position to 40 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #4810.

Allworth Financial first reported a position in SNFCA in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Allworth Financial held 40 shares of Security National Financial worth $361 as of Q1 2026.
  • Allworth Financial bought 36 Security National Financial shares in Q1 2026, an estimated $308.
  • Security National Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4810 holding.
  • Allworth Financial first reported a position in Security National Financial in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.