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Security National Financial shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $37 4 9.25

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View all positions for MAI Wealth Advisors

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