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Integrated Wealth Concepts’s Security National Financial SNFCA Stock Holding History

Integrated Wealth Concepts’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 		$3.39K Buy
+368
New +$3.37K ﹤0.01% 5162

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
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

Integrated Wealth Concepts's SNFCA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Security National Financial (SNFCA) in Q2 2026: 368 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #5162 among its holdings.

78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Integrated Wealth Concepts held 368 shares of Security National Financial worth $3.39K as of Q2 2026.
  • Security National Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Security National Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5162 holding.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.