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

EP Wealth Advisors’s Portfolio SNFCA Stock Details SNFCA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$606K	Buy
2025 Q4	$575K	Buy
2025 Q2	$599K	Hold
2025 Q1	$736K	Hold
2024 Q4	$732K	Hold
2024 Q3	$560K	Sell
2024 Q2	$463K	Hold
2024 Q1	$458K	Hold
2023 Q4	$521K	Buy