Transamerica Financial Advisors, LLC
Position in SNFCA — Security National Financial Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in SNFCA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$339
+$121 QoQ
Shares Held
37
+54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 77 holders
Holding Since
Mar 2026
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, 2026Transamerica Financial Advisors, LLC holds $477,230 across 12 Insurance - Life names. SNFCA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
835 | $149,197 | |
| 2 | AFL |
Aflac Inc
|
1,153 | $135,189 | |
| 3 | MET |
Metlife Inc
|
904 | $76,487 | |
| 4 | LNC |
Lincoln National Corp
|
2,081 | $73,563 | |
| 5 | PRU |
Prudential Financial Inc
|
134 | $14,462 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
186 | $11,773 | |
| 7 | UNM |
Unum Group
|
93 | $8,314 | |
| 8 | PUK |
Prudential PLC
|
128 | $3,431 |
All Filings in SNFCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339 | 35 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $218 | 23 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||