Wealth Enhancement Trust Services’s Security National Financial SNFCA Stock Holding History

Wealth Enhancement Trust Services’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	$19	Buy	+2	New	+$18	﹤0.01%	1504

Other funds holding SNFCA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Trust Services's SNFCA Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Security National Financial (SNFCA) in Q2 2026: 2 shares worth $19. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

12 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

Wealth Enhancement Trust Services held 2 shares of Security National Financial worth $19 as of Q2 2026.
Security National Financial was a new Wealth Enhancement Trust Services position in Q2 2026.
Security National Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1504 holding.
12 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.