Security Natl Finl Corp. Class ASNFCA
13F holders, Q1 2024 (March 31)55holders
3famous investors
$7.90avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings. The largest holders were Soltis Investment Advisors LLC ($23.1M), M3F, Inc. ($14.7M) and Lhm, Inc. ($6.5M). 3 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 Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 5 | $292K |
Ownership 55 holders
| Soltis Investment Advisors LLC | 2.58% | Reduce -0.6% | 2,917,170 | $23.1M |
| M3F, Inc. | 5.19% | Add +3.0% | 1,853,804 | $14.7M |
| Lhm, Inc. | 4.60% | No change | 822,533 | $6.5M |
| BlackRock Inc. | 0.00% | Reduce -3.4% | 794,437 | $6.3M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 609,575 | $4.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.8% | 499,270 | $3.9M |
| Bridgeway Capital Management, LLC | 0.06% | Add +0.9% | 344,858 | $2.7M |
| Geode Capital Management, LLC | 0.00% | Add +9.4% | 276,903 | $2.2M |
| Carlson Capital, L.P. | 0.14% | Add +4.1% | 220,048 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -1.3% | 202,703 | $1.6M |
| State Street Corp. | 0.00% | Reduce -4.6% | 138,228 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 119,274 | $943K |
| Townsquare Capital LLC | 0.01% | New | 110,753 | $876K |
| Verdad Advisers, LP | 0.73% | Add +214.2% | 84,400 | $668K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.3% | 64,798 | $513K |
| EP Wealth Advisors, LLC | 0.01% | No change | 57,929 | $458K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +58.4% | 49,879 | $395K |
| FirstPurpose Wealth LLC | 0.14% | New | 55,000 | $384K |
| Morgan Stanley | 0.00% | Reduce -13.3% | 45,103 | $357K |
| Invesco Ltd. | 0.00% | Add +22.3% | 44,016 | $348K |
| Empowered Funds, LLC | 0.01% | Add +8.1% | 41,919 | $332K |
| Barclays PLC | 0.00% | Reduce -18.4% | 37,658 | $298K |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.6% | 35,841 | $284K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 35,601 | $282K |
| Citadel Advisors | 0.00% | Add +101.8% | 29,547 | $234K |
| Los Angeles Capital Management LLC | 0.00% | No change | 29,240 | $231K |
| JPMorgan Chase & Co. | 0.00% | Add +67.9% | 26,817 | $212K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 26,757 | $212K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 30,758 | $204K |
| Panagora Asset Management Inc. | 0.00% | Add +118.3% | 22,412 | $177K |
| Hillsdale Investment Management Inc. | 0.01% | Add +45.8% | 22,300 | $176K |
| Acuitas Investments, LLC | 0.08% | New | 20,370 | $161K |
| Ritholtz Wealth Management | 0.00% | Add +15.5% | 16,889 | $134K |
| Millennium Management | 0.00% | Reduce -40.1% | 16,852 | $133K |
| Bank of America Corp. | 0.00% | Reduce -26.7% | 16,444 | $130K |
| Nuveen Asset Management, LLC | 0.00% | No change | 15,036 | $119K |
| Rhumbline Advisers | 0.00% | Reduce -0.7% | 13,090 | $104K |
| UBS Group AG | 0.00% | Reduce -9.3% | 12,658 | $100K |
| Royal Bank of Canada | 0.00% | Reduce -26.0% | 10,782 | $85K |
| BNP Paribas Financial Markets | 0.00% | Add +171.7% | 10,695 | $85K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 6,218 | $49K |
| Acadian Asset Management LLC | 0.00% | Reduce -23.6% | 5,417 | $42K |
| New York State Common Retirement Fund | 0.00% | No change | 4,833 | $38K |
| Wells Fargo & Company | 0.00% | Add +14.1% | 4,665 | $37K |
| Osaic Holdings, Inc. | 0.00% | New | 3,065 | $24K |
| Citigroup Inc. | 0.00% | Add +51.5% | 2,751 | $22K |
| Federated Hermes, Inc. | 0.00% | No change | 1,337 | $11K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 1,269 | $10K |
| Legal & General Group Plc | 0.00% | No change | 1,095 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -6.8% | 1,081 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,031 | $8K |
| FMR LLC | 0.00% | Add +18.4% | 495 | $4K |
| Amalgamated Bank | 0.00% | Reduce -61.4% | 421 | $3K |
| Comerica Bank | 0.00% | No change | 274 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 1 | $7 |
"% 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.