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 2022
Institutional positions in Security National Financial Corp as of Dec 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
- 28
- 0 vs. Q3 2022
- Shares held
- 7.16M
- +15.9K (+0.2%) vs. Q3 2022
- Total value
- $52.3M
- +$6.91M (+15.2%) vs. Q3 2022
- New holders
- 2
- 6 more added
- Sold out
- 2
- 14 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 3,013,634 | $22.0M | 2.90% | −32,693−1.1% | Reduced |
| M3F, Inc. | 1,862,553 | $13.6M | 4.16% | −8,424−0.5% | Reduced |
| Vanguard Group Inc | 521,627 | $3.81M | 0.00% | +2570.0% | Added |
| Dimensional Fund Advisors LP | 342,981 | $2.50M | 0.00% | −539−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 319,996 | $2.34M | 0.06% | 00.0% | Unchanged |
| Carlson Capital L P | 277,977 | $2.03M | 0.16% | +54,658+24.5% | Added |
| Renaissance Technologies LLC | 202,999 | $1.48M | 0.00% | −9,803−4.6% | Reduced |
| Geode Capital Management, LLC | 122,599 | $894.0K | 0.00% | −257−0.2% | Reduced |
| BlackRock Inc. | 112,717 | $822.8K | 0.00% | +1,532+1.4% | Added |
| Verdad Advisers, LP | 80,000 | $584.0K | 0.59% | −35,452−30.7% | Reduced |
| Farther Finance Advisors, LLC | 47,697 | $348.2K | 0.13% | +47,697 | New |
| State Street Corp | 45,300 | $330.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33,124 | $240.5K | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 32,668 | $238.5K | 0.00% | −352−1.1% | Reduced |
| Barclays PLC | 27,425 | $200.2K | 0.00% | −95−0.3% | Reduced |
| Morgan Stanley | 27,211 | $198.6K | 0.00% | −1,188−4.2% | Reduced |
| Goldman Sachs Group Inc | 26,959 | $196.8K | 0.00% | −947−3.4% | Reduced |
| Susquehanna International Group, LLP | 26,000 | $189.8K | 0.00% | +26,000 | New |
| Russell Investments Group, Ltd. | 13,390 | $97.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,496 | $83.9K | 0.00% | −4,257−27.0% | Reduced |
| Bank of America Corp | 6,299 | $46.0K | 0.00% | −3,905−38.3% | Reduced |
| JPMorgan Chase & Co | 2,239 | $16.0K | 0.00% | −2,013−47.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,811 | $13.0K | 0.00% | +113+6.7% | Added |
| UBS Group AG | 1,575 | $11.5K | 0.00% | +685+77.0% | Added |
| Wells Fargo & Company | 1,078 | $7.87K | 0.00% | +803+292.0% | Added |
| BNP Paribas Arbitrage, SA | 139 | $1.01K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 126 | $1.00K | 0.00% | −24−16.0% | Reduced |
| Citigroup Inc | 2 | $15 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12,558−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |