EverSource Wealth Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
Other funds holding SNFCA
MI
LI
VCM
RC
BCM
EverSource Wealth Advisors's SNFCA Position: Q2 2026 in Review
EverSource Wealth Advisors increased its Security National Financial (SNFCA) stake by 23% in Q2 2026, buying an estimated $192 and bringing the position to 112 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.
EverSource Wealth Advisors 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.
- EverSource Wealth Advisors held 112 shares of Security National Financial worth $1.04K as of Q2 2026.
- EverSource Wealth Advisors bought 21 Security National Financial shares in Q2 2026, an estimated $192.
- Security National Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3951 holding.
- EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.