Essential Partners LLC
Position in SNFCA — Security National Financial Corp
CIK 2136442
RANCHO SANTA FE, CA
Position in SNFCA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$794
+$131 QoQ
Shares Held
86
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 77 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Essential Partners LLC holds $679,760 across 17 Insurance - Life names. SNFCA ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
1,074 | $191,902 | |
| 2 | MET |
Metlife Inc
|
2,159 | $182,672 | |
| 3 | PRU |
Prudential Financial Inc
|
876 | $94,546 | |
| 4 | UNM |
Unum Group
|
782 | $69,910 | |
| 5 | LNC |
Lincoln National Corp
|
1,088 | $38,460 | |
| 6 | PRI |
Primerica, Inc.
|
105 | $29,841 | |
| 7 | JXN |
Jackson Financial Inc.
|
253 | $25,904 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
490 | $24,980 |
All Filings in SNFCA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794 | 82 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $663 | 70 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $36 | 4 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $26 | 3 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||