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Security National Financial shares owned by CoreFirst Bank & Trust

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by CoreFirst Bank & Trust from 13F filings

Historical chart of CoreFirst Bank & Trust investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by CoreFirst Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by CoreFirst Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2k 353 9.01

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Ishares Tr dev val factor (IVLU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard High Dividend Yield ETF (VYM)
Etf Ser Solutions Aptus Collared (ACIO)
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Microsoft Corporation (MSFT)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)

View all positions for CoreFirst Bank & Trust

Top funds holding Security National Financial

Soltis Investment Advisors
M3F
BlackRock
Vanguard Group
Dimensional Fund Advisors
LHM
Ameriprise Financial
Geode Capital Management
Bridgeway Capital Management
Rbf Capital
Renaissance Technologies
Raymond James Financial
State Street Corporation
Goldman Sachs Group
Northern Trust

View all funds holding Security National Financial