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, Q2 2026
Institutional positions in Security National Financial Corp as of Jun 30, 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
- 77
- −1 vs. Q1 2026
- Shares held
- 9.38M
- −69.8K (−0.7%) vs. Q1 2026
- Total value
- $90.6M
- +$1.03M (+1.2%) vs. Q1 2026
- New holders
- 7
- 30 more added
- Sold out
- 8
- 21 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Security National Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 49 | $0 | 0.00% | +13+36.1% | Added |
| Nisa Investment Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $10 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $19 | 0.00% | +2 | New |
| True Wealth Design, LLC | 18 | $175 | 0.00% | +13+260.0% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $339 | 0.00% | +12+52.2% | Added |
| UBS Asset Management Americas Inc | 40 | $388 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $533 | 0.00% | +13+31.0% | Added |
| Essential Partners LLC | 82 | $795 | 0.00% | +12+17.1% | Added |
| EverSource Wealth Advisors, LLC | 107 | $1.04K | 0.00% | +20+23.0% | Added |
| Allworth Financial LP | 109 | $1.06K | 0.00% | +71+186.8% | Added |
| Quarry LP | 150 | $1.45K | 0.00% | +150 | New |
| IFP Advisors, Inc | 178 | $1.73K | 0.00% | +34+23.6% | Added |
| California State Teachers Retirement System | 220 | $2.13K | 0.00% | −660−75.0% | Reduced |
| The PNC Financial Services Group, Inc. | 240 | $2.33K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 270 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 304 | $2.95K | 0.00% | −234−43.5% | Reduced |
| Jones Financial Companies LLLP | 698 | $6.93K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 757 | $7.33K | 0.00% | +757 | New |
| Legal & General Group Plc | 1,390 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,578 | $15.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,341 | $23.0K | 0.00% | +2,341 | New |
| Tower Research Capital LLC (TRC) | 2,518 | $24.4K | 0.00% | −1,300−34.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,015 | $29.2K | 0.00% | −697−18.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,147 | $30.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,364 | $52.0K | 0.00% | +1,129+26.7% | Added |
| Vanguard Global Advisers, LLC | 6,244 | $60.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,400 | $62.0K | 0.00% | +15+0.2% | Added |
| UBS Group AG | 6,820 | $66.1K | 0.00% | −4,031−37.1% | Reduced |
| JPMorgan Chase & Co | 6,793 | $66.5K | 0.00% | +17+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,371 | $71.4K | 0.00% | −202−2.7% | Reduced |
| Citigroup Inc | 7,399 | $71.7K | 0.00% | +6,643+878.7% | Added |
| New York State Common Retirement Fund | 8,505 | $82.4K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 10,026 | $97.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,462 | $101.4K | 0.00% | +7,608+266.6% | Added |
| Rhumbline Advisers | 10,940 | $106.0K | 0.00% | −180−1.6% | Reduced |
| Deutsche Bank AG | 11,994 | $116.2K | 0.00% | −5,761−32.4% | Reduced |
| Price T Rowe Associates Inc | 12,016 | $117.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,525 | $131.1K | 0.00% | +7,262+116.0% | Added |
| Invesco Ltd. | 13,880 | $134.5K | 0.00% | −3,283−19.1% | Reduced |
| Ritholtz Wealth Management | 14,699 | $142.4K | 0.00% | −6,190−29.6% | Reduced |
| Squarepoint Ops LLC | 15,330 | $148.5K | 0.00% | +15,330 | New |
| Bank of America Corp | 16,515 | $160.0K | 0.00% | −3,978−19.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,129 | $185.4K | 0.00% | −6,451−25.2% | Reduced |
| Lunt Capital Management, Inc. | 19,841 | $192.3K | 0.07% | +1,869+10.4% | Added |
| Millennium Management LLC | 20,842 | $202.0K | 0.00% | +106+0.5% | Added |
| Nuveen, LLC | 25,901 | $251.0K | 0.00% | +3,639+16.3% | Added |
| Morgan Stanley | 32,067 | $310.7K | 0.00% | +2,374+8.0% | Added |
| Panagora Asset Management Inc | 33,293 | $322.6K | 0.00% | +33,293 | New |
| Bank of New York Mellon Corp | 38,080 | $369.0K | 0.00% | +823+2.2% | Added |
| Barclays PLC | 38,924 | $377.2K | 0.00% | −1,429−3.5% | Reduced |
| Evergreen Capital Management LLC | 39,291 | $380.7K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 46,717 | $452.7K | 0.00% | +2,263+5.1% | Added |
| Citadel Advisors LLC | 48,173 | $466.8K | 0.00% | −2,102−4.2% | Reduced |
| UMA Financial Services, Inc. | 52,376 | $507.5K | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 53,687 | $520.2K | 0.00% | +31,647+143.6% | Added |
| Verdad Advisers, LP | 60,000 | $581.4K | 0.56% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 63,892 | $619.1K | 0.00% | +150.0% | Added |
| Goldman Sachs Group Inc | 93,367 | $904.7K | 0.00% | −21,624−18.8% | Reduced |
| Empowered Funds, LLC | 97,684 | $946.6K | 0.00% | +6,825+7.5% | Added |
| Vanguard Portfolio Management LLC | 107,056 | $1.04M | 0.00% | +12,703+13.5% | Added |
| Vanguard Fiduciary Trust Co | 112,877 | $1.09M | 0.00% | −11,811−9.5% | Reduced |
| Northern Trust Corp | 144,319 | $1.40M | 0.00% | +177+0.1% | Added |
| Gem Investment Advisors, LLC | 158,171 | $1.53M | 0.94% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 193,740 | $1.88M | 0.00% | −9,500−4.7% | Reduced |
| State Street Corp | 194,578 | $1.89M | 0.00% | +22,116+12.8% | Added |
| Bridgeway Capital Management, LLC | 276,371 | $2.68M | 0.05% | −2,375−0.9% | Reduced |
| RBF Capital, LLC | 303,534 | $2.94M | 0.12% | 00.0% | Unchanged |
| Veradace Capital Management LLC | 353,055 | $3.42M | 2.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 410,426 | $3.98M | 0.00% | +26,125+6.8% | Added |
| LHM, Inc. | 601,188 | $5.55M | 1.89% | −116,320−16.2% | Reduced |
| Vanguard Capital Management LLC | 746,134 | $7.23M | 0.00% | −5,961−0.8% | Reduced |
| Ameriprise Financial Inc | 823,770 | $7.98M | 0.00% | +93,268+12.8% | Added |
| Dimensional Fund Advisors LP | 845,357 | $8.19M | 0.00% | +51,804+6.5% | Added |
| BlackRock, Inc. | 1,013,364 | $9.82M | 0.00% | +76,951+8.2% | Added |
| M3F, Inc. | 2,108,648 | $20.4M | 4.84% | −90,000−4.1% | Reduced |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −133,415−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −20,874−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,599−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −11,311−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |