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 Q3	$167K	Sell	19,233 -1,600	-8%	-$14.6K	0.06%	88
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

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

LHM Inc Sandy, Utah $309M AUM 25.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Lunt Capital Management's SNFCA Position: Q3 2026 in Review

Lunt Capital Management reduced its Security National Financial (SNFCA) stake by 7.7% in Q3 2026, selling an estimated $14.6K and leaving 19,233 shares worth $167K. The position accounts for 0.06% of the portfolio, ranked #88.

Lunt Capital Management first reported a position in SNFCA in Q2 2024 and has held it in 10 quarters since. The position peaked at $192K in Q2 2026. 59 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.

Lunt Capital Management held 19,233 shares of Security National Financial worth $167K as of Q3 2026.
Lunt Capital Management sold 1,600 Security National Financial shares in Q3 2026, an estimated $14.6K.
Security National Financial made up 0.06% of Lunt Capital Management's portfolio in Q3 2026, its #88 holding.
Lunt Capital Management first reported a position in Security National Financial in Q2 2024 and has held it in 10 quarters since.
Lunt Capital Management's Security National Financial position peaked at $192K in Q2 2026.
59 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.