Back to SNFCA
Physician Wealth Advisors, Inc. → SNFCA
Physician Wealth Advisors, Inc. SNFCA Position History
Security National Financial Corporation
Quarters held
5
Latest value
$478K
Q3 2026
Peak value
$508K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $487K |
| Q4 2025 | $472K |
| Q1 2026 | $497K |
| Q2 2026 | $508K |
| Q3 2026 | $478K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $478K | 55.0K | — | — |
| Q2 2026 | $508K | 52.4K | — | — |
| Q1 2026 | $497K | 52.4K | — | — |
| Q4 2025 | $472K | 52.4K | — | — |
| Q3 2025 | $487K | 56.2K | — | — |
Other funds holding SNFCA
$20.8M
$20.4M
$20.1M
$19.4M
$19.2M