IFP Advisors’s Security National Financial SNFCA Stock Holding History

IFP 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 Q2	$1.73K	Buy	187 +36	+24%	+$329	﹤0.01%	4300
2026 Q1	$1.36K	Buy	151 +5	+3%	+$43	﹤0.01%	4093
2025 Q4	$1.25K	Buy	146 +7	+5%	+$56	﹤0.01%	3998
2025 Q3	$1.14K	Hold	139	–	–	﹤0.01%	3905
2025 Q2	$1.24K	Hold	139	–	–	﹤0.01%	4133
2025 Q1	$1.52K	Hold	139	–	–	﹤0.01%	3229
2024 Q4	$1.52K	Buy	+139	New	+$1.4K	﹤0.01%	3183
2020 Q3	–	Sell	-2,970	Closed	-$13.9K	–	2990
2020 Q2	$14K	Hold	2,970	–	–	﹤0.01%	1704
2020 Q1	$9K	Hold	2,970	–	–	﹤0.01%	1831
2019 Q4	$12K	Hold	2,970	–	–	﹤0.01%	1849
2019 Q3	$10K	Buy	+2,970	New	+$10.4K	﹤0.01%	2083
2017 Q4	–	Sell	-2,970	Closed	-$10K	–	4079
2017 Q3	$10K	Hold	2,970	–	–	﹤0.01%	3036
2017 Q2	$12K	Buy	2,970 +795	+37%	+$3.27K	﹤0.01%	2912
2017 Q1	$9K	Sell	2,175 -1	-0%	-$4	﹤0.01%	2996
2016 Q4	$8K	Hold	2,176	–	–	﹤0.01%	3056
2016 Q3	$8K	Hold	2,176	–	–	﹤0.01%	2995
2016 Q2	$6K	Buy	+2,176	New	+$6.22K	﹤0.01%	3050
2016 Q1	–	Sell	-2,176	Closed	-$8K	–	3297
2015 Q4	$8K	Buy	+2,176	New	+$7.92K	﹤0.01%	2708

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

IFP Advisors's SNFCA Position: Q2 2026 in Review

IFP Advisors increased its Security National Financial (SNFCA) stake by 24% in Q2 2026, buying an estimated $329 and bringing the position to 187 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #4300.

IFP Advisors first reported a position in SNFCA in Q4 2015 and has held it in 18 quarters since. The position peaked at $14K in Q2 2020. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

IFP Advisors held 187 shares of Security National Financial worth $1.73K as of Q2 2026.
IFP Advisors bought 36 Security National Financial shares in Q2 2026, an estimated $329.
Security National Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4300 holding.
IFP Advisors first reported a position in Security National Financial in Q4 2015 and has held it in 18 quarters since.
IFP Advisors's Security National Financial position peaked at $14K in Q2 2020.
78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.