Transamerica Financial Advisors’s Security National Financial SNFCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$339 Buy
37
+13
+54% +$119 ﹤0.01% 1772
2026
Q1
$218 Buy
+24
New +$206 ﹤0.01% 1619

Other funds holding SNFCA

Transamerica Financial Advisors's SNFCA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Security National Financial (SNFCA) stake by 54% in Q2 2026, buying an estimated $119 and bringing the position to 37 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Transamerica Financial Advisors first reported a position in SNFCA in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Transamerica Financial Advisors held 37 shares of Security National Financial worth $339 as of Q2 2026.
  • Transamerica Financial Advisors bought 13 Security National Financial shares in Q2 2026, an estimated $119.
  • Security National Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1772 holding.
  • Transamerica Financial Advisors first reported a position in Security National Financial in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.