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.
Q3 2023 vs. Q2 2023
How the institutions holding Security National Financial Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 43 | +6 |
| Shares | 7.96M | 30.9K | 5.41M | −2.52M (−31.7%) |
| Value | $70.6M | $274.3K | $42.4M | −$27.9M (−39.7%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Security National Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 50,314 | $394.0K | 0.00% |
| Los Angeles Capital Management LLC | 29,240 | $229.2K | 0.00% |
| Ritholtz Wealth Management | 14,180 | $111.2K | 0.00% |
| Bailard, Inc. | 12,772 | $100.1K | 0.00% |
| Acadian Asset Management LLC | 12,289 | $96.0K | 0.00% |
| Allspring Global Investments Holdings, LLC | 4,368 | $34.2K | 0.00% |
| Comerica Bank | 274 | $2.15K | 0.00% |
Sold out (1)
Institutions that held Security National Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Soltis Investment Advisors LLC | 3,006,872 | $26.7M |
Not filed for Q3 2023 yet (1)
Institutions that held Security National Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 30,923 | $274.3K |