Essential Partners’s Security National Financial SNFCA Stock Holding History

Essential Partners’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 Q3	$661	Sell	76 -10	-12%	-$91	﹤0.01%	2315
2026 Q2	$795	Buy	86 +12	+16%	+$110	﹤0.01%	2342
2026 Q1	$664	Buy	74 +70	+1,750%	+$600	﹤0.01%	2351
2025 Q4	$36	Buy	4 +1	+33%	+$8	﹤0.01%	2679
2025 Q3	$26	Buy	+3	New	+$25	﹤0.01%	2621

Other funds holding SNFCA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's SNFCA Position: Q3 2026 in Review

Essential Partners reduced its Security National Financial (SNFCA) stake by 12% in Q3 2026, selling an estimated $91 and leaving 76 shares worth $661. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Essential Partners first reported a position in SNFCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $795 in Q2 2026. 6 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.

Essential Partners held 76 shares of Security National Financial worth $661 as of Q3 2026.
Essential Partners sold 10 Security National Financial shares in Q3 2026, an estimated $91.
Security National Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2315 holding.
Essential Partners first reported a position in Security National Financial in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Security National Financial position peaked at $795 in Q2 2026.
6 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.