Lunt Capital Management’s Security National Financial SNFCA Stock Holding History

Lunt Capital Management’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	$192K	Buy	20,833 +1,962	+10%	+$17.9K	0.07%	90
2026 Q1	$170K	Hold	18,871	–	–	0.07%	95
2025 Q4	$162K	Hold	18,871	–	–	0.06%	95
2025 Q3	$156K	Buy	18,871 +692	+4%	+$5.83K	0.06%	91
2025 Q2	$162K	Buy	18,179 +691	+4%	+$6.19K	0.06%	88
2025 Q1	$192K	Hold	17,488	–	–	0.07%	83
2024 Q4	$191K	Hold	17,488	–	–	0.07%	79
2024 Q3	$146K	Hold	17,488	–	–	0.07%	89
2024 Q2	$121K	Buy	+17,488	New	+$111K	0.06%	87

Other funds holding SNFCA

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Lunt Capital Management's SNFCA Position: Q2 2026 in Review

Lunt Capital Management increased its Security National Financial (SNFCA) stake by 10% in Q2 2026, buying an estimated $17.9K and bringing the position to 20,833 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #90.

Lunt Capital Management first reported a position in SNFCA in Q2 2024 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Lunt Capital Management held 20,833 shares of Security National Financial worth $192K as of Q2 2026.
Lunt Capital Management bought 1,962 Security National Financial shares in Q2 2026, an estimated $17.9K.
Security National Financial made up 0.07% of Lunt Capital Management's portfolio in Q2 2026, its #90 holding.
Lunt Capital Management first reported a position in Security National Financial in Q2 2024 and has held it in 9 quarters since.
14 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.