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, Q4 2021
Institutional positions in Security National Financial Corp as of Dec 31, 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
- 28
- −4 vs. Q3 2021
- Shares held
- 6.81M
- −109.2K (−1.6%) vs. Q3 2021
- Total value
- $62.6M
- +$5.70M (+10.0%) vs. Q3 2021
- New holders
- 2
- 9 more added
- Sold out
- 6
- 11 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 2,804,264 | $25.8M | 3.65% | −35,662−1.3% | Reduced |
| M3F, Inc. | 1,754,690 | $16.1M | 5.41% | +14,163+0.8% | Added |
| Vanguard Group Inc | 494,793 | $4.55M | 0.00% | +65,717+15.3% | Added |
| Dimensional Fund Advisors LP | 315,824 | $2.91M | 0.00% | +6,230+2.0% | Added |
| Bridgeway Capital Management, LLC | 304,758 | $2.80M | 0.05% | −20,000−6.2% | Reduced |
| Renaissance Technologies LLC | 283,420 | $2.61M | 0.00% | −34,600−10.9% | Reduced |
| Carlson Capital L P | 199,233 | $1.83M | 0.11% | −20,767−9.4% | Reduced |
| Verdad Advisers, LP | 172,500 | $1.59M | 1.07% | +47,611+38.1% | Added |
| Geode Capital Management, LLC | 139,481 | $1.28M | 0.00% | −70.0% | Reduced |
| BlackRock Inc. | 115,461 | $1.06M | 0.00% | +3,254+2.9% | Added |
| State Street Corp | 38,851 | $357.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 36,030 | $331.0K | 0.00% | +1,478+4.3% | Added |
| Northern Trust Corp | 31,691 | $291.0K | 0.00% | +1,102+3.6% | Added |
| Barclays PLC | 27,653 | $254.0K | 0.00% | −1,304−4.5% | Reduced |
| Goldman Sachs Group Inc | 26,675 | $245.0K | 0.00% | +30+0.1% | Added |
| Ergoteles LLC | 18,520 | $170.0K | 0.01% | −26,000−58.4% | Reduced |
| Bank of America Corp | 17,501 | $161.0K | 0.00% | −710−3.9% | Reduced |
| Russell Investments Group, Ltd. | 12,753 | $117.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,420 | $59.0K | 0.00% | +6,309+5,683.8% | Added |
| Denali Advisors LLC | 3,200 | $29.0K | 0.01% | +3,200 | New |
| Optiver Holding B.V. | 2,936 | $24.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,475 | $14.0K | 0.00% | −588−28.5% | Reduced |
| BNP Paribas Arbitrage, SA | 411 | $3.78K | 0.00% | −27−6.2% | Reduced |
| Royal Bank of Canada | 164 | $1.00K | 0.00% | −55−25.1% | Reduced |
| Wells Fargo & Company | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 114 | $1.00K | 0.00% | +114 | New |
| New York State Common Retirement Fund | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 0 | $0 | 0.00% | −47,607−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −36,651−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −19,542−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,475−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |