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Security National Financial shares owned by CWM

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by CWM from 13F filings

Historical chart of CWM investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 156 6.41
2024-06-30 $1.0k 96 10.42

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Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Security National Financial

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

View all funds holding Security National Financial