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 2022
Institutional positions in Security National Financial Corp as of Jun 30, 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
- 28
- +2 vs. Q1 2022
- Shares held
- 7.03M
- +202.7K (+3.0%) vs. Q1 2022
- Total value
- $59.7M
- −$8.65M (−12.7%) vs. Q1 2022
- New holders
- 3
- 16 more added
- Sold out
- 1
- 8 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 49 | $0 | 0.00% | +49 | New |
| Royal Bank of Canada | 120 | $1.00K | 0.00% | −29−19.5% | Reduced |
| BNP Paribas Arbitrage, SA | 153 | $1.29K | 0.00% | +13+9.3% | Added |
| Wells Fargo & Company | 266 | $3.00K | 0.00% | +194+269.4% | Added |
| UBS Group AG | 956 | $8.00K | 0.00% | −1,056−52.5% | Reduced |
| Denali Advisors LLC | 3,360 | $28.0K | 0.01% | +160+5.0% | Added |
| JPMorgan Chase & Co | 5,265 | $44.0K | 0.00% | +5+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 12,550 | $106.0K | 0.00% | +12,550 | New |
| Bank of America Corp | 12,793 | $108.0K | 0.00% | −4,278−25.1% | Reduced |
| Russell Investments Group, Ltd. | 13,390 | $113.0K | 0.00% | +637+5.0% | Added |
| Man Group plc | – | $169.0K | 0.00% | – | New |
| Barclays PLC | 26,407 | $223.0K | 0.00% | −1,246−4.5% | Reduced |
| Goldman Sachs Group Inc | 27,061 | $229.0K | 0.00% | +554+2.1% | Added |
| Morgan Stanley | 27,598 | $234.0K | 0.00% | −5,621−16.9% | Reduced |
| UMA Financial Services, Inc. | 33,124 | $262.0K | 0.08% | +1,577+5.0% | Added |
| Northern Trust Corp | 31,266 | $264.0K | 0.00% | +866+2.8% | Added |
| State Street Corp | 45,300 | $383.0K | 0.00% | +2,155+5.0% | Added |
| BlackRock Inc. | 122,089 | $1.03M | 0.00% | +4,073+3.5% | Added |
| Geode Capital Management, LLC | 146,784 | $1.24M | 0.00% | +7,306+5.2% | Added |
| Verdad Advisers, LP | 147,000 | $1.24M | 1.17% | −3,000−2.0% | Reduced |
| Carlson Capital L P | 178,319 | $1.51M | 0.10% | +48,319+37.2% | Added |
| Renaissance Technologies LLC | 246,507 | $2.08M | 0.00% | −9,213−3.6% | Reduced |
| Bridgeway Capital Management, LLC | 319,996 | $2.71M | 0.06% | +15,238+5.0% | Added |
| Dimensional Fund Advisors LP | 340,089 | $2.88M | 0.00% | +20,664+6.5% | Added |
| Vanguard Group Inc | 521,369 | $4.41M | 0.00% | +28,602+5.8% | Added |
| M3F, Inc. | 1,862,889 | $15.8M | 5.12% | +108,199+6.2% | Added |
| Soltis Investment Advisors LLC | 2,909,130 | $24.6M | 3.57% | −18,149−0.6% | Reduced |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |