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 Q3	$270	Sell	31 -156	-83%	-$1.43K	﹤0.01%	4821
2026 Q2	$1.72K	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%	+$3.28K	﹤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

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's SNFCA Position: Q3 2026 in Review

IFP Advisors reduced its Security National Financial (SNFCA) stake by 83% in Q3 2026, selling an estimated $1.43K and leaving 31 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #4821.

IFP Advisors first reported a position in SNFCA in Q4 2015 and has held it in 19 quarters since. The position peaked at $14K in Q2 2020. 8 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.

IFP Advisors held 31 shares of Security National Financial worth $270 as of Q3 2026.
IFP Advisors sold 156 Security National Financial shares in Q3 2026, an estimated $1.43K.
Security National Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4821 holding.
IFP Advisors first reported a position in Security National Financial in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's Security National Financial position peaked at $14K in Q2 2020.
8 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.