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Empowered Funds’s Security National Financial SNFCA Stock Holding History

Empowered Funds’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 		$861K Buy
+95,402
New +$817K 0.01% 1463
2025
Q4 		– Sell
-77,510
Closed -$640K – 1777
2025
Q3 		$640K Buy
77,510
+9,314
+14% +$78.5K 0.01% 1316
2025
Q2 		$609K Buy
68,196
+5,737
+9% +$51.4K 0.01% 1248
2025
Q1 		$685K Buy
62,459
+4,686
+8% +$53.2K 0.01% 1118
2024
Q4 		$630K Buy
57,773
+2,691
+5% +$27.1K 0.01% 1096
2024
Q3 		$460K Buy
55,082
+2,805
+5% +$21K 0.01% 1117
2024
Q2 		$361K Buy
52,277
+3,751
+8% +$23.9K 0.01% 1151
2024
Q1 		$332K Buy
48,526
+3,646
+8% +$25.7K 0.01% 1187
2023
Q4 		$349K Buy
44,880
+4,001
+10% +$27.5K 0.01% 1076
2023
Q3 		$277K Buy
40,879
+3,292
+9% +$23.4K 0.01% 1079
2023
Q2 		$274K Buy
+37,587
New +$239K 0.01% 990

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

Empowered Funds's SNFCA Position: Q1 2026 in Review

Empowered Funds opened a new position in Security National Financial (SNFCA) in Q1 2026: 95,402 shares worth $861K. The stake represents 0.01% of the portfolio and ranks #1463 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SNFCA as recently as Q3 2025.

Empowered Funds first reported a position in SNFCA in Q2 2023 and has held it in 11 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Empowered Funds held 95,402 shares of Security National Financial worth $861K as of Q1 2026.
  • Security National Financial was a new Empowered Funds position in Q1 2026.
  • Security National Financial made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1463 holding.
  • Empowered Funds first reported a position in Security National Financial in Q2 2023 and has held it in 11 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.