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.
Q4 2023 vs. Q3 2023
How the institutions holding Security National Financial Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 43 | 55 | +12 |
| Shares | 5.41M | 9.50M | +4.08M (+75.5%) |
| Value | $42.4M | $85.5M | +$43.0M (+101.4%) |
New holders (14)
Institutions that held Security National Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Soltis Investment Advisors LLC | 2,933,195 | $26.4M | 2.98% |
| LHM, Inc. | 822,533 | $7.40M | 6.14% |
| EP Wealth Advisors, LLC | 57,929 | $521.4K | 0.01% |
| Invesco Ltd. | 36,005 | $324.0K | 0.00% |
| Millennium Management LLC | 28,121 | $253.1K | 0.00% |
| Verdad Advisers, LP | 26,865 | $241.8K | 0.49% |
| Virtu Financial LLC | 16,310 | $147.0K | 0.01% |
| Hillsdale Investment Management Inc. | 15,300 | $137.7K | 0.01% |
| Citadel Advisors LLC | 14,645 | $131.8K | 0.00% |
| Jane Street Group, LLC | 10,461 | $94.1K | 0.00% |
| Panagora Asset Management Inc | 10,269 | $92.4K | 0.00% |
| AJOVista, LLC | 5,564 | $50.1K | 0.06% |
| Russell Investments Group, Ltd. | 101 | $909 | 0.00% |
| Farther Finance Advisors, LLC | 20 | $180 | 0.00% |
Sold out (2)
Institutions that held Security National Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Bailard, Inc. | 12,772 | $100.1K |
| Allspring Global Investments Holdings, LLC | 4,368 | $34.2K |