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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
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

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
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

Evergreen Capital Management's SNFCA Position: Q1 2026 in Review

Evergreen Capital Management held its Security National Financial (SNFCA) position steady in Q1 2026 at 41,256 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #984.

Evergreen Capital Management first reported a position in SNFCA in Q2 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • Evergreen Capital Management held 41,256 shares of Security National Financial worth $372K as of Q1 2026.
  • Evergreen Capital Management left its Security National Financial share count unchanged in Q1 2026.
  • Security National Financial made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #984 holding.
  • Evergreen Capital Management first reported a position in Security National Financial in Q2 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.