Nisa Investment Advisors
SNFCA icon

Nisa Investment Advisors’s Security National Financial SNFCA Stock Holding History

Nisa Investment 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
Q2 		$10 Hold
1
– – ﹤0.01% 3091
2026
Q1 		$9 Hold
1
– – ﹤0.01% 3037
2025
Q4 		$9 Buy
+1
New +$8 ﹤0.01% 2961

Other funds holding SNFCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nisa Investment Advisors's SNFCA Position: Q2 2026 in Review

Nisa Investment Advisors held its Security National Financial (SNFCA) position steady in Q2 2026 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Nisa Investment Advisors first reported a position in SNFCA in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Nisa Investment Advisors held 1 share of Security National Financial worth $10 as of Q2 2026.
  • Nisa Investment Advisors left its Security National Financial share count unchanged in Q2 2026.
  • Security National Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #3091 holding.
  • Nisa Investment Advisors first reported a position in Security National Financial in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.