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EverSource Wealth Advisors’s Security National Financial SNFCA Stock Holding History

EverSource Wealth Advisors’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 		$824 Buy
91
+48
+112% +$411 ﹤0.01% 3919
2025
Q4 		$369 Buy
43
+24
+126% +$194 ﹤0.01% 3933
2025
Q3 		$156 Buy
+19
New +$160 ﹤0.01% 4141

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

EverSource Wealth Advisors's SNFCA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Security National Financial (SNFCA) stake by 112% in Q1 2026, buying an estimated $411 and bringing the position to 91 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

EverSource Wealth Advisors first reported a position in SNFCA in Q3 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • EverSource Wealth Advisors held 91 shares of Security National Financial worth $824 as of Q1 2026.
  • EverSource Wealth Advisors bought 48 Security National Financial shares in Q1 2026, an estimated $411.
  • Security National Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3919 holding.
  • EverSource Wealth Advisors first reported a position in Security National Financial in Q3 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.