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, Q1 2022
Institutional positions in Security National Financial Corp as of Mar 31, 2022. 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
- 26
- −2 vs. Q4 2021
- Shares held
- 6.83M
- +22.3K (+0.3%) vs. Q4 2021
- Total value
- $68.3M
- +$5.66M (+9.0%) vs. Q4 2021
- New holders
- 2
- 6 more added
- Sold out
- 4
- 12 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 72 | $1.00K | 0.00% | +1+1.4% | Added |
| Royal Bank of Canada | 149 | $1.00K | 0.00% | −15−9.1% | Reduced |
| BNP Paribas Arbitrage, SA | 140 | $1.40K | 0.00% | −271−65.9% | Reduced |
| UBS Group AG | 2,012 | $20.0K | 0.00% | +537+36.4% | Added |
| Denali Advisors LLC | 3,200 | $32.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,260 | $53.0K | 0.00% | −1,160−18.1% | Reduced |
| FNY Investment Advisers, LLC | 5,914 | $59.0K | 0.06% | +5,914 | New |
| Russell Investments Group, Ltd. | 12,753 | $127.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,071 | $171.0K | 0.00% | −430−2.5% | Reduced |
| Goldman Sachs Group Inc | 26,507 | $265.0K | 0.00% | −168−0.6% | Reduced |
| Barclays PLC | 27,653 | $277.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 30,400 | $304.0K | 0.00% | −1,291−4.1% | Reduced |
| UMA Financial Services, Inc. | 31,547 | $304.0K | 0.08% | +31,547 | New |
| Morgan Stanley | 33,219 | $332.0K | 0.00% | −2,811−7.8% | Reduced |
| State Street Corp | 43,145 | $431.0K | 0.00% | +4,294+11.1% | Added |
| BlackRock Inc. | 118,016 | $1.18M | 0.00% | +2,555+2.2% | Added |
| Carlson Capital L P | 130,000 | $1.30M | 0.09% | −69,233−34.7% | Reduced |
| Geode Capital Management, LLC | 139,478 | $1.39M | 0.00% | −30.0% | Reduced |
| Verdad Advisers, LP | 150,000 | $1.50M | 1.23% | −22,500−13.0% | Reduced |
| Renaissance Technologies LLC | 255,720 | $2.56M | 0.00% | −27,700−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 304,758 | $3.05M | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 319,425 | $3.19M | 0.00% | +3,601+1.1% | Added |
| Vanguard Group Inc | 492,767 | $4.93M | 0.00% | −2,026−0.4% | Reduced |
| M3F, Inc. | 1,754,690 | $17.5M | 5.84% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,927,279 | $29.3M | 4.07% | +123,015+4.4% | Added |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,520−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −1−100.0% | Sold out |