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 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 $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $112M AUM

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

EP Wealth Advisors's SNFCA Position: Q1 2026 in Review

EP Wealth Advisors increased its Security National Financial (SNFCA) stake by 0.01% in Q1 2026, buying an estimated $77 and bringing the position to 67,071 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

EP Wealth Advisors first reported a position in SNFCA in Q4 2023 and has held it in 9 quarters since. The position peaked at $736K in Q1 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

EP Wealth Advisors held 67,071 shares of Security National Financial worth $606K as of Q1 2026.
EP Wealth Advisors bought 9 Security National Financial shares in Q1 2026, an estimated $77.
Security National Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #822 holding.
EP Wealth Advisors first reported a position in Security National Financial in Q4 2023 and has held it in 9 quarters since.
EP Wealth Advisors's Security National Financial position peaked at $736K in Q1 2025.
80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.