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 2025 vs. Q3 2025
How the institutions holding Security National Financial Corp changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 69 | 72 | +3 |
| Shares | 11.4M | 9.29M | −2.06M (−18.1%) |
| Value | $98.4M | $83.7M | −$14.7M (−14.9%) |
New holders (13)
Institutions that held Security National Financial Corp at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Veradace Capital Management LLC | 353,055 | $3.18M | 2.19% |
| Gem Investment Advisors, LLC | 158,171 | $1.43M | 1.35% |
| Verdad Advisers, LP | 80,800 | $728.0K | 0.83% |
| EP Wealth Advisors, LLC | 63,869 | $575.5K | 0.00% |
| Susquehanna International Group, LLP | 11,764 | $106.0K | 0.00% |
| MetLife Investment Management | 9,412 | $84.8K | 0.00% |
| Tucker Asset Management LLC | 1,246 | $11.2K | 0.00% |
| CoreFirst Bank & Trust | 353 | $3.18K | 0.00% |
| GAMMA Investing LLC | 82 | $739 | 0.00% |
| MAI Capital Management | 4 | $37 | 0.00% |
| Allworth Financial LP | 4 | $37 | 0.00% |
| Nisa Investment Advisors, LLC | 1 | $9 | 0.00% |
| Sunbelt Securities, Inc. | 1 | $9 | 0.00% |
Sold out (10)
Institutions that held Security National Financial Corp at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Soltis Investment Advisors LLC | 2,637,795 | $22.9M |
| Empowered Funds, LLC | 73,819 | $640.0K |
| Trexquant Investment LP | 16,351 | $141.8K |
| Panagora Asset Management Inc | 10,706 | $92.8K |
| Acadian Asset Management LLC | 8,513 | $72.0K |
| UBS Asset Management Americas Inc | 3,681 | $31.9K |
| Smithfield Trust Co | 669 | $6.00K |
| Covestor Ltd | 521 | $5.00K |
| SRS Capital Advisors, Inc. | 183 | $1.59K |
| True Wealth Design, LLC | 1 | $9 |