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SNFCASNFCA
10 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SECURITY NATL FINL CORP

EP Wealth Advisors, LLC holds 63,892 shares of SNFCA (SECURITY NATL FINL CORP), worth $619,113 as of 2026-Q2. The position was increased (+0.0% shares). SNFCA represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$619,113

Current Shares

63,892

Total Value Change

+$97,752

Total Shares Change

+5,963

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
63,892
+0.0%
$619,1130.0%$9.23
24
2026-Q1
Increased
63,877
+0.0%
$605,5540.0%$9.03
24
2025-Q4
Increased
63,869
+5.0%
$575,4600.0%$8.58
26
2025-Q2
Unchanged
60,825
0.0%
$599,1260.0%$8.93
0
2025-Q1
Unchanged
60,825
0.0%
$735,9830.0%$10.98
0
2024-Q4
Unchanged
60,825
0.0%
$731,7250.0%$10.91
0
2024-Q3
Increased
60,825
+5.0%
$559,5900.0%$8.34
26
2024-Q2
Unchanged
57,929
0.0%
$462,8530.0%$6.90
0
2024-Q1
Unchanged
57,929
0.0%
$458,2180.0%$6.83
0
2023-Q4
New
57,929
-
$521,3610.0%$7.77
33

Other major holders of SNFCA: BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP

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