Security National Financial Corp
SNFCA- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0000318673
No open-market purchases or sales by Security National Financial Corp insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $90.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Security National Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- −1 vs. Q1 2026
- Shares held
- 9.38M
- −69.8K (−0.7%) vs. Q1 2026
- Total value
- $90.6M
- +$1.03M (+1.2%) vs. Q1 2026
- New holders
- 7
- 30 more added
- Sold out
- 8
- 21 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SNFCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $90.6M |
| Q1 2026 | 80 | $89.6M |
| Q4 2025 | 72 | $86.7M |
| Q3 2025 | 69 | $98.6M |
| Q2 2025 | 63 | $106.7M |
| Q1 2025 | 61 | $121.8M |
| Q4 2024 | 59 | $120.5M |
| Q3 2024 | 52 | $91.9M |
| Q2 2024 | 57 | $76.5M |
| Q1 2024 | 55 | $78.8M |
| Q4 2023 | 55 | $86.1M |
| Q3 2023 | 43 | $42.4M |
| Q2 2023 | 38 | $70.6M |
| Q1 2023 | 29 | $44.2M |
| Q4 2022 | 28 | $52.3M |
| Q3 2022 | 28 | $45.4M |
| Q2 2022 | 28 | $59.7M |
| Q1 2022 | 26 | $68.3M |
| Q4 2021 | 28 | $62.9M |
| Q3 2021 | 33 | $56.9M |
| Q2 2021 | 37 | $57.0M |
| Q1 2021 | 45 | $66.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M3F, Inc. | 2,108,648 | $20.4M | 4.84% | −90,000−4.1% | Reduced |
| BlackRock, Inc. | 1,013,364 | $9.82M | 0.00% | +76,951+8.2% | Added |
| Dimensional Fund Advisors LP | 845,357 | $8.19M | 0.00% | +51,804+6.5% | Added |
| Ameriprise Financial Inc | 823,770 | $7.98M | 0.00% | +93,268+12.8% | Added |
| Vanguard Capital Management LLC | 746,134 | $7.23M | 0.00% | −5,961−0.8% | Reduced |
| LHM, Inc. | 601,188 | $5.55M | 1.89% | −116,320−16.2% | Reduced |
| Geode Capital Management, LLC | 410,426 | $3.98M | 0.00% | +26,125+6.8% | Added |
| Veradace Capital Management LLC | 353,055 | $3.42M | 2.70% | 00.0% | Unchanged |
| RBF Capital, LLC | 303,534 | $2.94M | 0.12% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 276,371 | $2.68M | 0.05% | −2,375−0.9% | Reduced |
| State Street Corp | 194,578 | $1.89M | 0.00% | +22,116+12.8% | Added |
| Renaissance Technologies LLC | 193,740 | $1.88M | 0.00% | −9,500−4.7% | Reduced |
| Gem Investment Advisors, LLC | 158,171 | $1.53M | 0.94% | 00.0% | Unchanged |
| Northern Trust Corp | 144,319 | $1.40M | 0.00% | +177+0.1% | Added |
| Vanguard Fiduciary Trust Co | 112,877 | $1.09M | 0.00% | −11,811−9.5% | Reduced |
| Vanguard Portfolio Management LLC | 107,056 | $1.04M | 0.00% | +12,703+13.5% | Added |
| Empowered Funds, LLC | 97,684 | $946.6K | 0.00% | +6,825+7.5% | Added |
| Goldman Sachs Group Inc | 93,367 | $904.7K | 0.00% | −21,624−18.8% | Reduced |
| EP Wealth Advisors, LLC | 63,892 | $619.1K | 0.00% | +150.0% | Added |
| Verdad Advisers, LP | 60,000 | $581.4K | 0.56% | 00.0% | Unchanged |
| AQR Capital Management LLC | 53,687 | $520.2K | 0.00% | +31,647+143.6% | Added |
| UMA Financial Services, Inc. | 52,376 | $507.5K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,173 | $466.8K | 0.00% | −2,102−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 46,717 | $452.7K | 0.00% | +2,263+5.1% | Added |
| Evergreen Capital Management LLC | 39,291 | $380.7K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 38,924 | $377.2K | 0.00% | −1,429−3.5% | Reduced |
| Bank of New York Mellon Corp | 38,080 | $369.0K | 0.00% | +823+2.2% | Added |
| Panagora Asset Management Inc | 33,293 | $322.6K | 0.00% | +33,293 | New |
| Morgan Stanley | 32,067 | $310.7K | 0.00% | +2,374+8.0% | Added |
| Nuveen, LLC | 25,901 | $251.0K | 0.00% | +3,639+16.3% | Added |
| Millennium Management LLC | 20,842 | $202.0K | 0.00% | +106+0.5% | Added |
| Lunt Capital Management, Inc. | 19,841 | $192.3K | 0.07% | +1,869+10.4% | Added |
| O'Shaughnessy Asset Management, LLC | 19,129 | $185.4K | 0.00% | −6,451−25.2% | Reduced |
| Bank of America Corp | 16,515 | $160.0K | 0.00% | −3,978−19.4% | Reduced |
| Squarepoint Ops LLC | 15,330 | $148.5K | 0.00% | +15,330 | New |
| Ritholtz Wealth Management | 14,699 | $142.4K | 0.00% | −6,190−29.6% | Reduced |
| Invesco Ltd. | 13,880 | $134.5K | 0.00% | −3,283−19.1% | Reduced |
| Wells Fargo & Company | 13,525 | $131.1K | 0.00% | +7,262+116.0% | Added |
| Price T Rowe Associates Inc | 12,016 | $117.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,994 | $116.2K | 0.00% | −5,761−32.4% | Reduced |
| Rhumbline Advisers | 10,940 | $106.0K | 0.00% | −180−1.6% | Reduced |
| Russell Investments Group, Ltd. | 10,462 | $101.4K | 0.00% | +7,608+266.6% | Added |
| Callan Family Office, LLC | 10,026 | $97.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,505 | $82.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,399 | $71.7K | 0.00% | +6,643+878.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,371 | $71.4K | 0.00% | −202−2.7% | Reduced |
| JPMorgan Chase & Co | 6,793 | $66.5K | 0.00% | +17+0.3% | Added |
| UBS Group AG | 6,820 | $66.1K | 0.00% | −4,031−37.1% | Reduced |
| Farther Finance Advisors, LLC | 6,400 | $62.0K | 0.00% | +15+0.2% | Added |
| Vanguard Global Advisers, LLC | 6,244 | $60.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,364 | $52.0K | 0.00% | +1,129+26.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $30.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,015 | $29.2K | 0.00% | −697−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,518 | $24.4K | 0.00% | −1,300−34.0% | Reduced |
| Royal Bank of Canada | 2,341 | $23.0K | 0.00% | +2,341 | New |
| Ameritas Investment Partners, Inc. | 1,578 | $15.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,390 | $13.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 757 | $7.33K | 0.00% | +757 | New |
| Jones Financial Companies LLLP | 698 | $6.93K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 304 | $2.95K | 0.00% | −234−43.5% | Reduced |
| GAMMA Investing LLC | 270 | $2.62K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 240 | $2.33K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 220 | $2.13K | 0.00% | −660−75.0% | Reduced |
| IFP Advisors, Inc | 178 | $1.73K | 0.00% | +34+23.6% | Added |
| Quarry LP | 150 | $1.45K | 0.00% | +150 | New |
| Allworth Financial LP | 109 | $1.06K | 0.00% | +71+186.8% | Added |
| EverSource Wealth Advisors, LLC | 107 | $1.04K | 0.00% | +20+23.0% | Added |
| Essential Partners LLC | 82 | $795 | 0.00% | +12+17.1% | Added |
| Rothschild Investment LLC | 55 | $533 | 0.00% | +13+31.0% | Added |
| UBS Asset Management Americas Inc | 40 | $388 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 35 | $339 | 0.00% | +12+52.2% | Added |
| True Wealth Design, LLC | 18 | $175 | 0.00% | +13+260.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 2 | $19 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $10 | 0.00% | +1 | New |
| Covestor Ltd | 49 | $0 | 0.00% | +13+36.1% | Added |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −133,415−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −20,874−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,599−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −11,311−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |