EP Wealth Advisors’s Security National Financial SNFCA Stock Holding History

EP Wealth Advisors’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	$619K	Buy	67,087 +16	+0%	+$146	﹤0.01%	940
2026 Q1	$606K	Buy	67,071 +9	+0%	+$77	﹤0.01%	822
2025 Q4	$575K	Buy	+67,062	New	+$541K	﹤0.01%	819
2025 Q2	$599K	Hold	67,060	–	–	﹤0.01%	717
2025 Q1	$736K	Hold	67,060	–	–	0.01%	577
2024 Q4	$732K	Hold	67,060	–	–	0.01%	581
2024 Q3	$560K	Hold	67,060	–	–	﹤0.01%	655
2024 Q2	$463K	Hold	67,060	–	–	﹤0.01%	553
2024 Q1	$458K	Hold	67,060	–	–	0.01%	527
2023 Q4	$521K	Buy	+67,060	New	+$461K	0.01%	480

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

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

EP Wealth Advisors's SNFCA Position: Q2 2026 in Review

EP Wealth Advisors increased its Security National Financial (SNFCA) stake by 0.02% in Q2 2026, buying an estimated $146 and bringing the position to 67,087 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

EP Wealth Advisors first reported a position in SNFCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $736K in Q1 2025. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

EP Wealth Advisors held 67,087 shares of Security National Financial worth $619K as of Q2 2026.
EP Wealth Advisors bought 16 Security National Financial shares in Q2 2026, an estimated $146.
Security National Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #940 holding.
EP Wealth Advisors first reported a position in Security National Financial in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Security National Financial position peaked at $736K in Q1 2025.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.