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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | −632−99.7% | Reduced |
| Sonora Investment Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 598 | $5.00K | 0.00% | −406−40.4% | Reduced |
| Panagora Asset Management Inc | 1,124 | $10.0K | 0.00% | −59,393−98.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,374 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| BNP Paribas Arbitrage, SA | 2,277 | $19.9K | 0.00% | −3,489−60.5% | Reduced |
| Optiver Holding B.V. | 2,797 | $24.0K | 0.00% | +2,797 | New |
| Tower Research Capital LLC (TRC) | 3,758 | $33.0K | 0.00% | +2,249+149.0% | Added |
| Marshall Wace, LLP | 11,316 | $99.0K | 0.00% | +11,316 | New |
| Morgan Stanley | 14,999 | $131.0K | 0.00% | +3,791+33.8% | Added |
| Russell Investments Group, Ltd. | 17,346 | $151.0K | 0.00% | −41,284−70.4% | Reduced |
| Bank of America Corp | 18,417 | $161.0K | 0.00% | −23,532−56.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,974 | $184.0K | 0.00% | +20,974 | New |
| HRT Financial LP | 21,229 | $185.0K | 0.00% | +21,229 | New |
| O'Shaughnessy Asset Management, LLC | 24,385 | $213.0K | 0.00% | +2,602+11.9% | Added |
| Goldman Sachs Group Inc | 25,418 | $222.0K | 0.00% | −965−3.7% | Reduced |
| Zebra Capital Management LLC | 25,436 | $223.0K | 0.26% | −2,747−9.7% | Reduced |
| State Street Corp | 26,908 | $235.0K | 0.00% | −126,113−82.4% | Reduced |
| Barclays PLC | 27,427 | $240.0K | 0.00% | −4,848−15.0% | Reduced |
| Northern Trust Corp | 33,939 | $297.0K | 0.00% | −77,628−69.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,906 | $305.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 41,300 | $361.0K | 0.01% | +41,300 | New |
| Synovus Financial Corp | 45,340 | $397.0K | 0.00% | −50,000−52.4% | Reduced |
| Millennium Management LLC | 89,299 | $781.0K | 0.00% | +89,299 | New |
| BlackRock Inc. | 93,232 | $816.0K | 0.00% | −447,004−82.7% | Reduced |
| Geode Capital Management, LLC | 108,764 | $951.0K | 0.00% | −53,547−33.0% | Reduced |
| Carlson Capital L P | 225,000 | $1.97M | 0.10% | +225,000 | New |
| Bridgeway Capital Management, LLC | 285,420 | $2.50M | 0.04% | −15,000−5.0% | Reduced |
| Dimensional Fund Advisors LP | 291,673 | $2.55M | 0.00% | +21,906+8.1% | Added |
| Renaissance Technologies LLC | 327,410 | $2.87M | 0.00% | +70,284+27.3% | Added |
| Vanguard Group Inc | 389,818 | $3.41M | 0.00% | −30,984−7.4% | Reduced |
| M3F, Inc. | 1,657,645 | $14.5M | 5.14% | +102,645+6.6% | Added |
| Soltis Investment Advisors LLC | 2,638,096 | $23.1M | 3.66% | +46,204+1.8% | Added |
| 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 |