Physician Wealth Advisors’s Security National Financial SNFCA Stock Holding History

Physician Wealth 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	$508K	Hold	54,995	–	–	0.06%	113
2026 Q1	$497K	Hold	54,995	–	–	0.07%	107
2025 Q4	$472K	Sell	54,995 -3,970	-7%	-$32K	0.07%	109
2025 Q3	$487K	Hold	58,965	–	–	0.07%	107
2025 Q2	$527K	Hold	58,965	–	–	0.08%	96
2025 Q1	$647K	Buy	58,965 +25,060	+74%	+$285K	0.11%	84
2024 Q4	$370K	Sell	33,905 -1,701	-5%	-$17.1K	0.06%	120
2024 Q3	$310K	Sell	35,606 -1,781	-5%	-$13.3K	0.06%	130
2024 Q2	$251K	Buy	37,387 +1,781	+5%	+$11.3K	0.05%	145
2024 Q1	$204K	Hold	35,606	–	–	0.04%	166
2023 Q4	$262K	Sell	35,606 -4,656	-12%	-$32K	0.06%	131
2023 Q3	$272K	Hold	40,262	–	–	0.07%	113
2023 Q2	$296K	Hold	40,262	–	–	0.07%	111
2023 Q1	$231K	Hold	40,262	–	–	0.06%	138
2022 Q4	$240K	Hold	40,262	–	–	0.06%	131
2022 Q3	$206K	Hold	40,262	–	–	0.06%	140
2022 Q2	$262K	Sell	40,262 -1	-0%	-$7	0.08%	124
2022 Q1	$304K	Buy	+40,263	New	+$304K	0.08%	119

Other funds holding SNFCA

ECM

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

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 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

Physician Wealth Advisors's SNFCA Position: Q2 2026 in Review

Physician Wealth Advisors held its Security National Financial (SNFCA) position steady in Q2 2026 at 54,995 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #113.

Physician Wealth Advisors first reported a position in SNFCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $647K in Q1 2025. 14 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Physician Wealth Advisors held 54,995 shares of Security National Financial worth $508K as of Q2 2026.
Physician Wealth Advisors left its Security National Financial share count unchanged in Q2 2026.
Security National Financial made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Physician Wealth Advisors first reported a position in Security National Financial in Q1 2022 and has held it in 18 quarters since.
Physician Wealth Advisors's Security National Financial position peaked at $647K in Q1 2025.
14 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.