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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
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

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

Essential Partners's SNFCA Position: Q2 2026 in Review

Essential Partners increased its Security National Financial (SNFCA) stake by 16% in Q2 2026, buying an estimated $110 and bringing the position to 86 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Essential Partners first reported a position in SNFCA in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Essential Partners held 86 shares of Security National Financial worth $795 as of Q2 2026.
  • Essential Partners bought 12 Security National Financial shares in Q2 2026, an estimated $110.
  • Security National Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2342 holding.
  • Essential Partners first reported a position in Security National Financial in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.