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Security National Financial shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Security National Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Security National Financial by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $521k 58k 9.00

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View all positions for EP Wealth Advisors

Top funds holding Security National Financial

Soltis Investment Advisors
M3F
BlackRock
Vanguard Group
Dimensional Fund Advisors
Bridgeway Capital Management
Geode Capital Management
Northern Trust
Townsquare Capital
Janney Montgomery Scott
EP Wealth Advisors
FirstPurpose Wealth
O'shaughnessy Asset Management
Morgan Stanley
Empowered Funds

View all funds holding Security National Financial