Evergreen Capital Management’s Security National Financial SNFCA Stock Holding History

Evergreen Capital Management’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	$381K	Hold	41,256	–	–	0.01%	1060
2026 Q1	$372K	Hold	41,256	–	–	0.01%	984
2025 Q4	$354K	Hold	41,256	–	–	0.01%	944
2025 Q3	$341K	Hold	41,256	–	–	0.01%	883
2025 Q2	$369K	Buy	+41,256	New	+$369K	0.01%	706

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

Evergreen Capital Management's SNFCA Position: Q2 2026 in Review

Evergreen Capital Management held its Security National Financial (SNFCA) position steady in Q2 2026 at 41,256 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1060.

Evergreen Capital Management first reported a position in SNFCA in Q2 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Evergreen Capital Management held 41,256 shares of Security National Financial worth $381K as of Q2 2026.
Evergreen Capital Management left its Security National Financial share count unchanged in Q2 2026.
Security National Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1060 holding.
Evergreen Capital Management first reported a position in Security National Financial in Q2 2025 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.