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 2021
Institutional positions in Security National Financial Corp as of Jun 30, 2021. 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
- 37
- −8 vs. Q1 2021
- Shares held
- 6.51M
- −624.3K (−8.7%) vs. Q1 2021
- Total value
- $57.0M
- −$9.75M (−14.6%) vs. Q1 2021
- New holders
- 7
- 7 more added
- Sold out
- 15
- 20 more reduced
Compare with Q1 2021: 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 | $83.7M |
| Q3 2025 | 69 | $98.4M |
| Q2 2025 | 63 | $106.6M |
| Q1 2025 | 61 | $121.8M |
| Q4 2024 | 59 | $120.5M |
| Q3 2024 | 52 | $91.8M |
| Q2 2024 | 57 | $76.5M |
| Q1 2024 | 55 | $77.6M |
| Q4 2023 | 55 | $85.5M |
| 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 | $62.6M |
| Q3 2021 | 33 | $56.9M |
| Q2 2021 | 37 | $57.0M |
| Q1 2021 | 45 | $66.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,638,096 | $23.1M | 3.66% | +46,204+1.8% | Added |
| M3F, Inc. | 1,657,645 | $14.5M | 5.14% | +102,645+6.6% | Added |
| Vanguard Group Inc | 389,818 | $3.41M | 0.00% | −30,984−7.4% | Reduced |
| Renaissance Technologies LLC | 327,410 | $2.87M | 0.00% | +70,284+27.3% | Added |
| Dimensional Fund Advisors LP | 291,673 | $2.55M | 0.00% | +21,906+8.1% | Added |
| Bridgeway Capital Management, LLC | 285,420 | $2.50M | 0.04% | −15,000−5.0% | Reduced |
| Carlson Capital L P | 225,000 | $1.97M | 0.10% | +225,000 | New |
| Geode Capital Management, LLC | 108,764 | $951.0K | 0.00% | −53,547−33.0% | Reduced |
| BlackRock Inc. | 93,232 | $816.0K | 0.00% | −447,004−82.7% | Reduced |
| Millennium Management LLC | 89,299 | $781.0K | 0.00% | +89,299 | New |
| Synovus Financial Corp | 45,340 | $397.0K | 0.00% | −50,000−52.4% | Reduced |
| Ergoteles LLC | 41,300 | $361.0K | 0.01% | +41,300 | New |
| Jacobs Levy Equity Management, Inc | 34,906 | $305.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,939 | $297.0K | 0.00% | −77,628−69.6% | Reduced |
| Barclays PLC | 27,427 | $240.0K | 0.00% | −4,848−15.0% | Reduced |
| State Street Corp | 26,908 | $235.0K | 0.00% | −126,113−82.4% | Reduced |
| Zebra Capital Management LLC | 25,436 | $223.0K | 0.26% | −2,747−9.7% | Reduced |
| Goldman Sachs Group Inc | 25,418 | $222.0K | 0.00% | −965−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,385 | $213.0K | 0.00% | +2,602+11.9% | Added |
| HRT Financial LP | 21,229 | $185.0K | 0.00% | +21,229 | New |
| Arrowstreet Capital, Limited Partnership | 20,974 | $184.0K | 0.00% | +20,974 | New |
| Bank of America Corp | 18,417 | $161.0K | 0.00% | −23,532−56.1% | Reduced |
| Russell Investments Group, Ltd. | 17,346 | $151.0K | 0.00% | −41,284−70.4% | Reduced |
| Morgan Stanley | 14,999 | $131.0K | 0.00% | +3,791+33.8% | Added |
| Marshall Wace, LLP | 11,316 | $99.0K | 0.00% | +11,316 | New |
| Tower Research Capital LLC (TRC) | 3,758 | $33.0K | 0.00% | +2,249+149.0% | Added |
| Optiver Holding B.V. | 2,797 | $24.0K | 0.00% | +2,797 | New |
| BNP Paribas Arbitrage, SA | 2,277 | $19.9K | 0.00% | −3,489−60.5% | Reduced |
| JPMorgan Chase & Co | 1,866 | $16.0K | 0.00% | −50,217−96.4% | Reduced |
| UBS Group AG | 1,811 | $16.0K | 0.00% | −1,346−42.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,374 | $12.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,124 | $10.0K | 0.00% | −59,393−98.1% | Reduced |
| Royal Bank of Canada | 598 | $5.00K | 0.00% | −406−40.4% | Reduced |
| New York State Common Retirement Fund | 78 | $1.00K | 0.00% | −5,120−98.5% | Reduced |
| Wells Fargo & Company | 90 | $1.00K | 0.00% | −4,287−97.9% | Reduced |
| Citigroup Inc | 2 | $0 | 0.00% | −632−99.7% | Reduced |
| Sonora Investment Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −122,221−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −34,139−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −26,639−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −26,557−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −17,989−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −15,696−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −14,370−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −11,720−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −6,201−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −358−100.0% | Sold out |