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 Q1	$95K	Buy	+10,527	New	+$90.2K	﹤0.01%	1093

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

Callan Family Office's SNFCA Position: Q1 2026 in Review

Callan Family Office opened a new position in Security National Financial (SNFCA) in Q1 2026: 10,527 shares worth $95K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

Callan Family Office held 10,527 shares of Security National Financial worth $95K as of Q1 2026.
Security National Financial was a new Callan Family Office position in Q1 2026.
Security National Financial made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1093 holding.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.