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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
Q2 		$947K Buy
102,568
+7,166
+8% +$65.6K 0.01% 1476
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 $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

Empowered Funds's SNFCA Position: Q2 2026 in Review

Empowered Funds increased its Security National Financial (SNFCA) stake by 7.5% in Q2 2026, buying an estimated $65.6K and bringing the position to 102,568 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #1476.

Empowered Funds first reported a position in SNFCA in Q2 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Empowered Funds held 102,568 shares of Security National Financial worth $947K as of Q2 2026.
  • Empowered Funds bought 7,166 Security National Financial shares in Q2 2026, an estimated $65.6K.
  • Security National Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1476 holding.
  • Empowered Funds first reported a position in Security National Financial in Q2 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.