IA
SNFCA icon

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
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

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

IFP Advisors's SNFCA Position: Q1 2026 in Review

IFP Advisors increased its Security National Financial (SNFCA) stake by 3.4% in Q1 2026, buying an estimated $43 and bringing the position to 151 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

IFP Advisors first reported a position in SNFCA in Q4 2015 and has held it in 17 quarters since. The position peaked at $14K in Q2 2020. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • IFP Advisors held 151 shares of Security National Financial worth $1.36K as of Q1 2026.
  • IFP Advisors bought 5 Security National Financial shares in Q1 2026, an estimated $43.
  • Security National Financial made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4093 holding.
  • IFP Advisors first reported a position in Security National Financial in Q4 2015 and has held it in 17 quarters since.
  • IFP Advisors's Security National Financial position peaked at $14K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.