GAMMA Investing
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GAMMA Investing’s Security National Financial SNFCA Stock Holding History

GAMMA Investing’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
Q3 		$1.23K Sell
141
-143
-50% -$1.31K ﹤0.01% 4062
2026
Q2 		$2.62K Hold
284
– – ﹤0.01% 3682
2026
Q1 		$2.56K Buy
284
+198
+230% +$1.7K ﹤0.01% 3581
2025
Q4 		$739 Buy
+86
New +$694 ﹤0.01% 3858

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing's SNFCA Position: Q3 2026 in Review

GAMMA Investing reduced its Security National Financial (SNFCA) stake by 50% in Q3 2026, selling an estimated $1.31K and leaving 141 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

GAMMA Investing first reported a position in SNFCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.62K in Q2 2026. 12 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.

  • GAMMA Investing held 141 shares of Security National Financial worth $1.23K as of Q3 2026.
  • GAMMA Investing sold 143 Security National Financial shares in Q3 2026, an estimated $1.31K.
  • Security National Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4062 holding.
  • GAMMA Investing first reported a position in Security National Financial in Q4 2025 and has held it in 4 quarters since.
  • GAMMA Investing's Security National Financial position peaked at $2.62K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.