Security Natl Finl Corp. Class ASNFCA
13F holders, Q2 2026 (June 30)77holders −3
7new positions
8sold out
4famous investors
$9.66avg. 13F price*
At the end of Q2 2026, 77 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, down 3 from Q1 2026. 7 opened new positions and 8 sold out. The largest holders were M3F, Inc. ($20.4M), BlackRock, Inc. ($9.8M) and Dimensional Fund Advisors LP ($8.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Security Natl Finl Corp. Class A
- CUSIP
- 814785309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $503K |
| Exits | 8 | $1.7M |
All 13F filers, Q1 2026 → Q2 2026: 407,441 shares bought and 477,191 shares sold, net −69,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| M3F, Inc. | 4.84% | Reduce -4.1% | 2,108,648 | $20.4M |
| BlackRock, Inc. | 0.00% | Add +8.2% | 1,013,364 | $9.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.5% | 845,357 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 823,770 | $8.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.8% | 746,134 | $7.2M |
| Lhm, Inc. | 1.89% | Reduce -16.2% | 601,188 | $5.5M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 410,426 | $4.0M |
| Veradace Capital Management LLC | 2.70% | No change | 353,055 | $3.4M |
| RBF Capital, LLC | 0.12% | No change | 303,534 | $2.9M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -0.8% | 276,371 | $2.7M |
| State Street Corp. | 0.00% | Add +12.8% | 194,578 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -4.7% | 193,740 | $1.9M |
| Gem Investment Advisors, LLC | 0.94% | No change | 158,171 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 144,319 | $1.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -9.5% | 112,877 | $1.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +13.5% | 107,056 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +7.5% | 97,684 | $947K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.8% | 93,367 | $905K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.0% | 63,892 | $619K |
| Verdad Advisers, LP | 0.56% | No change | 60,000 | $581K |
| AQR Capital Management | 0.00% | Add +143.6% | 53,687 | $520K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 52,376 | $508K |
| Citadel Advisors | 0.00% | Reduce -4.2% | 48,173 | $467K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.1% | 46,717 | $453K |
| Evergreen Capital Management LLC | 0.01% | No change | 39,291 | $381K |
| Barclays PLC | 0.00% | Reduce -3.5% | 38,924 | $377K |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 38,080 | $369K |
| Panagora Asset Management Inc. | 0.00% | New | 33,293 | $323K |
| Morgan Stanley | 0.00% | Add +8.0% | 32,067 | $311K |
| Nuveen, LLC | 0.00% | Add +16.4% | 25,901 | $251K |
| Millennium Management | 0.00% | Add +0.5% | 20,842 | $202K |
| Lunt Capital Management, Inc. | 0.07% | Add +10.4% | 19,841 | $192K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.2% | 19,129 | $185K |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 16,515 | $160K |
| Squarepoint Ops LLC | 0.00% | New | 15,330 | $149K |
| Ritholtz Wealth Management | 0.00% | Reduce -29.6% | 14,699 | $142K |
| Invesco Ltd. | 0.00% | Reduce -19.1% | 13,880 | $134K |
| Wells Fargo & Company | 0.00% | Add +116.0% | 13,525 | $131K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 12,016 | $117K |
| Deutsche Bank AG | 0.00% | Reduce -32.5% | 11,994 | $116K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 10,940 | $106K |
| Russell Investments Group, Ltd. | 0.00% | Add +266.6% | 10,462 | $101K |
| Callan Family Office, LLC | 0.00% | No change | 10,026 | $97K |
| New York State Common Retirement Fund | 0.00% | No change | 8,505 | $82K |
| Citigroup Inc. | 0.00% | Add +878.7% | 7,399 | $72K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.7% | 7,371 | $71K |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 6,793 | $67K |
| UBS Group AG | 0.00% | Reduce -37.1% | 6,820 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 6,400 | $62K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 6,244 | $61K |
| FMR LLC | 0.00% | Add +26.7% | 5,364 | $52K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,147 | $30K |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.8% | 3,015 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.0% | 2,518 | $24K |
| Royal Bank of Canada | 0.00% | New | 2,341 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,578 | $15K |
| Legal & General Group Plc | 0.00% | No change | 1,390 | $13K |
| Arax Advisory Partners | 0.00% | New | 757 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 698 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.5% | 304 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 270 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 240 | $2K |
| California State Teachers Retirement System | 0.00% | Reduce -75.0% | 220 | $2K |
| IFP Advisors, Inc | 0.00% | Add +23.6% | 178 | $2K |
| Quarry LP | 0.00% | New | 150 | $1K |
| Allworth Financial LP | 0.00% | Add +186.8% | 109 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.0% | 107 | $1K |
| Essential Partners LLC | 0.00% | Add +17.1% | 82 | $795 |
| Rothschild Investment LLC | 0.00% | Add +30.9% | 55 | $533 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 40 | $388 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +52.2% | 35 | $339 |
| True Wealth Design, LLC | 0.00% | Add +260.0% | 18 | $175 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 2 | $19 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1 | $10 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $10 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $10 |
| Covestor Ltd | 0.00% | Add +36.1% | 49 | $0 |
"% of holder's portfolio" is SNFCA's weight in each manager's 13F, not the share of Security Natl Finl Corp. Class A the manager owns.