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Allworth Financial LP

Position in SNFCA — Security National Financial Corp

CIK 1555170 FOLSOM, CA

Position in SNFCA

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,056
+$696 QoQ
Shares Held
114
+185.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 77 holders
Holding Since
Dec 2025
3 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, 2026

Allworth Financial LP holds $9,006,706 across 15 Insurance - Life names. SNFCA ranks #14 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SNFCA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,056 109
2026-03-31 $360 38
2025-12-31 $36 4