MAI Capital Management
Position in SNFCA — Security National Financial Corp
CIK 1040197
INDEPENDENCE, OH
Position in SNFCA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47
+$11 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in SNFCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47 | 5 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36 | 4 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||