Back to SNFCA
Soltis Investment Advisors LLC → SNFCA
Soltis Investment Advisors LLC SNFCA Position History
Security National Financial Corporation
Quarters held
2
Latest value
$23.5M
Q4 2025
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.9M |
| Q4 2025 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q4 2025 | $23.5M | 2.61M | — | — |
| Q3 2025 | $22.9M | 2.64M | — | — |
Other funds holding SNFCA
$20.8M
$20.4M
$20.1M
$19.4M
$19.2M
$1.9M