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Callan Family Office’s Security National Financial SNFCA Stock Holding History

Callan Family Office’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 		$97.2K Hold
10,527
– – ﹤0.01% 1178
2026
Q1 		$95K Buy
+10,527
New +$90.2K ﹤0.01% 1093

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
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

Callan Family Office's SNFCA Position: Q2 2026 in Review

Callan Family Office held its Security National Financial (SNFCA) position steady in Q2 2026 at 10,527 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Callan Family Office first reported a position in SNFCA in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Callan Family Office held 10,527 shares of Security National Financial worth $97.2K as of Q2 2026.
  • Callan Family Office left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1178 holding.
  • Callan Family Office first reported a position in Security National Financial in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.