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, Q1 2026
Institutional positions in Security National Financial Corp as of Mar 31, 2026. 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
- 80
- +10 vs. Q4 2025
- Shares held
- 9.45M
- +997.7K (+11.8%) vs. Q4 2025
- Total value
- $89.6M
- +$13.4M (+17.6%) vs. Q4 2025
- New holders
- 15
- 28 more added
- Sold out
- 5
- 22 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 36 | $0 | 0.00% | +36 | New |
| Nisa Investment Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $19 | 0.00% | +1+100.0% | Added |
| Root Financial Partners, LLC | 4 | $38 | 0.00% | +4 | New |
| MAI Capital Management | 5 | $48 | 0.00% | +1+25.0% | Added |
| True Wealth Design, LLC | 5 | $48 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 23 | $218 | 0.00% | +23 | New |
| Allworth Financial LP | 38 | $361 | 0.00% | +34+850.0% | Added |
| UBS Asset Management Americas Inc | 40 | $379 | 0.00% | +40 | New |
| Rothschild Investment LLC | 42 | $398 | 0.00% | +7+20.0% | Added |
| Essential Partners LLC | 70 | $664 | 0.00% | +66+1,650.0% | Added |
| EverSource Wealth Advisors, LLC | 87 | $824 | 0.00% | +46+112.2% | Added |
| IFP Advisors, Inc | 144 | $1.36K | 0.00% | +5+3.6% | Added |
| The PNC Financial Services Group, Inc. | 240 | $2.27K | 0.00% | +240 | New |
| GAMMA Investing LLC | 270 | $2.56K | 0.00% | +188+229.3% | Added |
| CoreFirst Bank & Trust | 353 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 538 | $5.10K | 0.00% | −399−42.6% | Reduced |
| Jones Financial Companies LLLP | 698 | $6.45K | 0.00% | +698 | New |
| Citigroup Inc | 756 | $7.17K | 0.00% | +386+104.3% | Added |
| California State Teachers Retirement System | 880 | $8.34K | 0.00% | −120−12.0% | Reduced |
| Legal & General Group Plc | 1,390 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,578 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,013 | $19.1K | 0.00% | +1,591+377.0% | Added |
| Russell Investments Group, Ltd. | 2,854 | $27.1K | 0.00% | +668+30.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $29.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,712 | $35.2K | 0.00% | −161−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,818 | $36.2K | 0.00% | +2,614+217.1% | Added |
| FMR LLC | 4,235 | $40.1K | 0.00% | +2,408+131.8% | Added |
| MetLife Investment Management | 4,541 | $43.0K | 0.00% | −4,871−51.8% | Reduced |
| Vanguard Global Advisers, LLC | 6,244 | $59.2K | 0.00% | +6,244 | New |
| Wells Fargo & Company | 6,263 | $59.4K | 0.00% | −12,194−66.1% | Reduced |
| Farther Finance Advisors, LLC | 6,385 | $60.4K | 0.00% | +30.0% | Added |
| JPMorgan Chase & Co | 6,776 | $64.3K | 0.00% | −9,756−59.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,573 | $71.8K | 0.00% | +170+2.3% | Added |
| New York State Common Retirement Fund | 8,505 | $80.6K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 10,026 | $95.0K | 0.00% | +10,026 | New |
| UBS Group AG | 10,851 | $102.9K | 0.00% | +1,013+10.3% | Added |
| Rhumbline Advisers | 11,120 | $105.5K | 0.00% | −150−1.3% | Reduced |
| Black Maple Capital Management LP | 11,311 | $107.2K | 0.08% | −12,767−53.0% | Reduced |
| Price T Rowe Associates Inc | 12,016 | $114.0K | 0.00% | +12,016 | New |
| Arrowstreet Capital, Limited Partnership | 12,599 | $119.4K | 0.00% | −13,783−52.2% | Reduced |
| Invesco Ltd. | 17,163 | $162.7K | 0.00% | +190+1.1% | Added |
| Deutsche Bank AG | 17,755 | $168.3K | 0.00% | +4,574+34.7% | Added |
| Lunt Capital Management, Inc. | 17,972 | $170.4K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 20,493 | $194.3K | 0.00% | +2,238+12.3% | Added |
| Millennium Management LLC | 20,736 | $196.6K | 0.00% | −12,468−37.5% | Reduced |
| HSBC Holdings PLC | 20,874 | $197.5K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 20,889 | $198.0K | 0.00% | −2,286−9.9% | Reduced |
| AQR Capital Management LLC | 22,040 | $208.9K | 0.00% | +22,040 | New |
| Nuveen, LLC | 22,262 | $211.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 25,580 | $242.5K | 0.00% | −8,261−24.4% | Reduced |
| Morgan Stanley | 29,693 | $281.5K | 0.00% | −9,226−23.7% | Reduced |
| Bank of New York Mellon Corp | 37,257 | $353.2K | 0.00% | +1,531+4.3% | Added |
| Evergreen Capital Management LLC | 39,291 | $372.5K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 40,353 | $382.5K | 0.00% | −21,594−34.9% | Reduced |
| Charles Schwab Investment Management Inc | 44,454 | $421.4K | 0.00% | −1,976−4.3% | Reduced |
| Citadel Advisors LLC | 50,275 | $476.6K | 0.00% | +15,667+45.3% | Added |
| UMA Financial Services, Inc. | 52,376 | $496.5K | 0.07% | 00.0% | Unchanged |
| Verdad Advisers, LP | 60,000 | $568.8K | 0.64% | −20,800−25.7% | Reduced |
| EP Wealth Advisors, LLC | 63,877 | $605.6K | 0.00% | +80.0% | Added |
| Empowered Funds, LLC | 90,859 | $861.3K | 0.01% | +90,859 | New |
| Vanguard Portfolio Management LLC | 94,353 | $894.5K | 0.00% | +94,353 | New |
| Goldman Sachs Group Inc | 114,991 | $1.09M | 0.00% | −37,813−24.7% | Reduced |
| Vanguard Fiduciary Trust Co | 124,688 | $1.18M | 0.00% | +124,688 | New |
| Raymond James Financial Inc | 133,415 | $1.26M | 0.00% | −28,385−17.5% | Reduced |
| Northern Trust Corp | 144,142 | $1.37M | 0.00% | +5,988+4.3% | Added |
| Gem Investment Advisors, LLC | 158,171 | $1.50M | 1.47% | 00.0% | Unchanged |
| State Street Corp | 172,462 | $1.63M | 0.00% | +15,679+10.0% | Added |
| Renaissance Technologies LLC | 203,240 | $1.93M | 0.00% | −8,400−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 278,746 | $2.64M | 0.05% | −41,913−13.1% | Reduced |
| RBF Capital, LLC | 303,534 | $2.88M | 0.14% | 00.0% | Unchanged |
| Veradace Capital Management LLC | 353,055 | $3.35M | 2.98% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 384,301 | $3.65M | 0.00% | +10,559+2.8% | Added |
| LHM, Inc. | 717,508 | $6.80M | 2.68% | −525−0.1% | Reduced |
| Ameriprise Financial Inc | 730,502 | $6.93M | 0.00% | +84,183+13.0% | Added |
| Vanguard Capital Management LLC | 752,095 | $7.13M | 0.00% | +752,095 | New |
| Dimensional Fund Advisors LP | 793,553 | $7.52M | 0.00% | +25,607+3.3% | Added |
| BlackRock, Inc. | 936,413 | $8.88M | 0.00% | +17,158+1.9% | Added |
| M3F, Inc. | 2,198,648 | $20.8M | 5.17% | −35,000−1.6% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |