Carson Wealth (CWM LLC)
SNFCA icon

Carson Wealth (CWM LLC)’s Security National Financial SNFCA Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.1K Buy
2,114
+1,671
+377% +$14.3K ﹤0.01% 4445
2025
Q4 		$4K Buy
443
+279
+170% +$2.25K ﹤0.01% 4916
2025
Q3 		$1K Buy
+164
New +$1.38K ﹤0.01% 5189
2024
Q3 		– Sell
-111
Closed -$1K – 5128
2024
Q2 		$1K Buy
+111
New +$706 ﹤0.01% 4483

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

Carson Wealth (CWM LLC)'s SNFCA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Security National Financial (SNFCA) stake by 377% in Q1 2026, buying an estimated $14.3K and bringing the position to 2,114 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4445.

Carson Wealth (CWM LLC) first reported a position in SNFCA in Q2 2024 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,114 shares of Security National Financial worth $19.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,671 Security National Financial shares in Q1 2026, an estimated $14.3K.
  • Security National Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4445 holding.
  • Carson Wealth (CWM LLC) first reported a position in Security National Financial in Q2 2024 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.