True Wealth Design’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
Other funds holding SNFCA
FFO
EP
True Wealth Design's SNFCA Position: Q3 2026 in Review
True Wealth Design reduced its Security National Financial (SNFCA) stake by 53% in Q3 2026, selling an estimated $91 and leaving 9 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #2470.
True Wealth Design first reported a position in SNFCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $175 in Q2 2026. 7 funds tracked by Wall St. Rank hold SNFCA as of Q3 2026.
- True Wealth Design held 9 shares of Security National Financial worth $79 as of Q3 2026.
- True Wealth Design sold 10 Security National Financial shares in Q3 2026, an estimated $91.
- Security National Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2470 holding.
- True Wealth Design first reported a position in Security National Financial in Q3 2025 and has held it in 4 quarters since.
- True Wealth Design's Security National Financial position peaked at $175 in Q2 2026.
- 7 funds tracked by Wall St. Rank held Security National Financial as of Q3 2026.
Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.