Wells Fargo’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
Q1 | $59.4K | Sell |
6,576
-12,804
| -66% | -$110K | ﹤0.01% | 5386 |
|
|
2025
Q4 | $166K | Buy |
19,380
+6,693
| +53% | +$54K | ﹤0.01% | 5169 |
|
|
2025
Q3 | $105K | Buy |
12,687
+2,028
| +19% | +$17.1K | ﹤0.01% | 5291 |
|
|
2025
Q2 | $95.2K | Buy |
10,659
+10,418
| +4,323% | +$93.3K | ﹤0.01% | 5220 |
|
|
2025
Q1 | $2.65K | Hold |
241
| – | – | ﹤0.01% | 6121 |
|
|
2024
Q4 | $2.63K | Buy |
241
+1
| +0.4% | +$10 | ﹤0.01% | 6153 |
|
|
2024
Q3 | $2.01K | Sell |
240
-1
| -0.4% | -$7 | ﹤0.01% | 6056 |
|
|
2024
Q2 | $1.66K | Sell |
241
-5,159
| -96% | -$32.8K | ﹤0.01% | 6043 |
|
|
2024
Q1 | $36.9K | Buy |
5,400
+669
| +14% | +$4.72K | ﹤0.01% | 5372 |
|
|
2023
Q4 | $36.8K | Buy |
4,731
+921
| +24% | +$6.33K | ﹤0.01% | 5387 |
|
|
2023
Q3 | $25.8K | Sell |
3,810
-1,936
| -34% | -$13.8K | ﹤0.01% | 5498 |
|
|
2023
Q2 | $41.9K | Buy |
5,746
+4,436
| +339% | +$28.2K | ﹤0.01% | 5494 |
|
|
2023
Q1 | $6.72K | Hold |
1,310
| – | – | ﹤0.01% | 5977 |
|
|
2022
Q4 | $7.87K | Buy |
1,310
+976
| +292% | +$5.22K | ﹤0.01% | 5641 |
|
|
2022
Q3 | $1K | Buy |
334
+11
| +3% | +$68 | ﹤0.01% | 6456 |
|
|
2022
Q2 | $3K | Buy |
323
+231
| +251% | +$1.68K | ﹤0.01% | 6220 |
|
|
2022
Q1 | $1K | Buy |
92
+1
| +1% | +$8 | ﹤0.01% | 6858 |
|
|
2021
Q4 | $1K | Hold |
91
| – | – | ﹤0.01% | 7067 |
|
|
2021
Q3 | $1K | Sell |
91
-30
| -25% | -$203 | ﹤0.01% | 6788 |
|
|
2021
Q2 | $1K | Sell |
121
-5,745
| -98% | -$36.6K | ﹤0.01% | 6729 |
|
|
2021
Q1 | $41K | Sell |
5,866
-3,541
| -38% | -$24.7K | ﹤0.01% | 5909 |
|
|
2020
Q4 | $59K | Buy |
9,407
+5,083
| +118% | +$28.6K | ﹤0.01% | 5544 |
|
|
2020
Q3 | $21K | Sell |
4,324
-2,342
| -35% | -$11K | ﹤0.01% | 5745 |
|
|
2020
Q2 | $33K | Buy |
6,666
+6,588
| +8,446% | +$28.5K | ﹤0.01% | 5588 |
|
|
2020
Q1 | $0 | Buy |
+78
| New | +$300 | ﹤0.01% | 6739 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | -$4 | – | 6701 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6683 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6595 |
|
|
2019
Q1 | $0 | Sell |
1
-149
| -99% | -$532 | ﹤0.01% | 6411 |
|
|
2018
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 6303 |
|
|
2018
Q3 | $1K | Sell |
150
-297
| -66% | -$1.03K | ﹤0.01% | 6318 |
|
|
2018
Q2 | $2K | Hold |
447
| – | – | ﹤0.01% | 6198 |
|
|
2018
Q1 | $2K | Sell |
447
-3
| -0.7% | -$10 | ﹤0.01% | 6211 |
|
|
2017
Q4 | $1K | Hold |
450
| – | – | ﹤0.01% | 6274 |
|
|
2017
Q3 | $1K | Sell |
450
-3,020
| -87% | -$11.4K | ﹤0.01% | 6241 |
|
|
2017
Q2 | $14K | Buy |
3,470
+2,217
| +177% | +$9.13K | ﹤0.01% | 5706 |
|
|
2017
Q1 | $5K | Buy |
1,253
+988
| +373% | +$4.3K | ﹤0.01% | 6035 |
|
|
2016
Q4 | $1K | Buy |
265
+263
| +13,150% | +$1.03K | ﹤0.01% | 6173 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 6325 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6303 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6399 |
|
|
2015
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 6396 |
|
|
2015
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 6421 |
|
|
2015
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6497 |
|
|
2015
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6338 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 6383 |
|
|
2014
Q3 | $0 | Sell |
2
-1,614
| -100% | -$3.95K | ﹤0.01% | 6325 |
|
|
2014
Q2 | $4K | Buy |
1,616
+1,614
| +80,700% | +$3.56K | ﹤0.01% | 5847 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6056 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 5903 |
|
|
2013
Q3 | $0 | Buy |
+2
| New | +$6 | ﹤0.01% | 5821 |
|
Other funds holding SNFCA
MI
VCM
LI
VCM
RC
BCM
Wells Fargo's SNFCA Position: Q1 2026 in Review
Wells Fargo reduced its Security National Financial (SNFCA) stake by 66% in Q1 2026, selling an estimated $110K and leaving 6,576 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5386.
Wells Fargo first reported a position in SNFCA in Q3 2013 and has held it in 50 quarters since. The position peaked at $166K in Q4 2025. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.
- Wells Fargo held 6,576 shares of Security National Financial worth $59.4K as of Q1 2026.
- Wells Fargo sold 12,804 Security National Financial shares in Q1 2026, an estimated $110K.
- Security National Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5386 holding.
- Wells Fargo first reported a position in Security National Financial in Q3 2013 and has held it in 50 quarters since.
- Wells Fargo's Security National Financial position peaked at $166K in Q4 2025.
- 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.