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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

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

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. 77 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.
77 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.