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, Q3 2022
Institutional positions in Security National Financial Corp as of Sep 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
- 0 vs. Q2 2022
- Shares held
- 7.15M
- +111.9K (+1.6%) vs. Q2 2022
- Total value
- $45.4M
- −$14.3M (−23.9%) vs. Q2 2022
- New holders
- 1
- 13 more added
- Sold out
- 1
- 8 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 3,046,327 | $19.3M | 2.91% | +137,197+4.7% | Added |
| M3F, Inc. | 1,870,977 | $11.9M | 4.17% | +8,088+0.4% | Added |
| Vanguard Group Inc | 521,370 | $3.31M | 0.00% | +10.0% | Added |
| Dimensional Fund Advisors LP | 343,520 | $2.18M | 0.00% | +3,431+1.0% | Added |
| Bridgeway Capital Management, LLC | 319,996 | $2.03M | 0.05% | 00.0% | Unchanged |
| Carlson Capital L P | 223,319 | $1.42M | 0.11% | +45,000+25.2% | Added |
| Renaissance Technologies LLC | 212,802 | $1.35M | 0.00% | −33,705−13.7% | Reduced |
| Geode Capital Management, LLC | 122,856 | $780.0K | 0.00% | −23,928−16.3% | Reduced |
| Verdad Advisers, LP | 115,452 | $733.0K | 1.07% | −31,548−21.5% | Reduced |
| BlackRock Inc. | 111,185 | $707.0K | 0.00% | −10,904−8.9% | Reduced |
| State Street Corp | 45,300 | $288.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 33,020 | $210.0K | 0.00% | +1,754+5.6% | Added |
| UMA Financial Services, Inc. | 33,124 | $206.0K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 28,399 | $180.0K | 0.00% | +801+2.9% | Added |
| Goldman Sachs Group Inc | 27,906 | $177.0K | 0.00% | +845+3.1% | Added |
| Barclays PLC | 27,520 | $175.0K | 0.00% | +1,113+4.2% | Added |
| Citadel Advisors LLC | 15,753 | $100.0K | 0.00% | +15,753 | New |
| Russell Investments Group, Ltd. | 13,390 | $85.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,558 | $80.0K | 0.00% | +8+0.1% | Added |
| Bank of America Corp | 10,204 | $65.0K | 0.00% | −2,589−20.2% | Reduced |
| JPMorgan Chase & Co | 4,252 | $27.0K | 0.00% | −1,013−19.2% | Reduced |
| Denali Advisors LLC | 3,360 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,698 | $11.0K | 0.00% | +1,649+3,365.3% | Added |
| UBS Group AG | 890 | $6.00K | 0.00% | −66−6.9% | Reduced |
| Wells Fargo & Company | 275 | $1.00K | 0.00% | +9+3.4% | Added |
| Royal Bank of Canada | 150 | $1.00K | 0.00% | +30+25.0% | Added |
| BNP Paribas Arbitrage, SA | 139 | $883 | 0.00% | −14−9.2% | Reduced |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |