Security Natl Finl Corp. Class ASNFCA
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 57 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 2 from Q1 2024. 16 opened new positions and 15 sold out. The largest holders were Soltis Investment Advisors LLC ($22.3M), M3F, Inc. ($14.1M) and Lhm, Inc. ($6.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.7M |
| Exits | 15 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,190,056 shares bought and 1,442,204 shares sold, net −252,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Soltis Investment Advisors LLC | 2.36% | Reduce -4.3% | 2,791,828 | $22.3M |
| M3F, Inc. | 5.21% | Reduce -5.0% | 1,760,968 | $14.1M |
| Lhm, Inc. | 2.77% | No change | 822,533 | $6.6M |
| Vanguard Group Inc. | 0.00% | Add +7.5% | 655,161 | $5.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.3% | 550,809 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | New | 412,340 | $3.3M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -4.8% | 328,198 | $2.6M |
| Renaissance Technologies | 0.00% | Add +43.8% | 291,553 | $2.3M |
| RBF Capital, LLC | 0.13% | New | 280,125 | $2.2M |
| Carlson Capital, L.P. | 0.27% | Reduce -3.2% | 213,000 | $1.7M |
| BlackRock Inc. | 0.00% | Reduce -78.8% | 168,793 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -52.6% | 131,334 | $1.0M |
| Millennium Management | 0.00% | Add +594.6% | 117,050 | $935K |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 112,646 | $900K |
| Townsquare Capital LLC | 0.01% | No change | 110,753 | $885K |
| Verdad Advisers, LP | 0.64% | Reduce -17.7% | 69,496 | $555K |
| Citadel Advisors | 0.00% | Add +127.7% | 67,285 | $538K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.3% | 66,952 | $535K |
| Diversify Wealth Management, LLC | 0.06% | — | 63,645 | $488K |
| EP Wealth Advisors, LLC | 0.00% | No change | 57,929 | $463K |
| State Street Corp. | 0.00% | Reduce -64.8% | 48,729 | $389K |
| Empowered Funds, LLC | 0.01% | Add +7.7% | 45,159 | $361K |
| Goldman Sachs Group Inc. | 0.00% | Add +49.2% | 39,915 | $319K |
| Morgan Stanley | 0.00% | Reduce -12.0% | 39,691 | $317K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.7% | 37,563 | $300K |
| Barclays PLC | 0.00% | Reduce -12.2% | 33,082 | $264K |
| Jane Street Group, LLC | 0.00% | New | 31,855 | $255K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +5.0% | 32,296 | $251K |
| Qube Research & Technologies Ltd | 0.00% | New | 26,852 | $215K |
| HSBC Holdings PLC | 0.00% | New | 25,698 | $198K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -44.0% | 16,376 | $131K |
| Lunt Capital Management, Inc. | 0.06% | New | 15,107 | $121K |
| Ritholtz Wealth Management | 0.00% | Reduce -14.2% | 14,487 | $116K |
| Marshall Wace, LLP | 0.00% | New | 13,311 | $106K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 12,891 | $103K |
| Bank of America Corp. | 0.00% | Reduce -25.3% | 12,280 | $98K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 11,477 | $92K |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 10,502 | $84K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.5% | 8,821 | $70K |
| Citigroup Inc. | 0.00% | Add +213.4% | 8,623 | $69K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 6,508 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +433.2% | 5,764 | $46K |
| Innealta Capital, LLC | 0.01% | New | 2,722 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,818 | $15K |
| UBS Group AG | 0.00% | Reduce -89.1% | 1,378 | $11K |
| Federated Hermes, Inc. | 0.00% | Reduce -47.2% | 706 | $6K |
| Macquarie Group Ltd. | 0.00% | New | 636 | $5K |
| Rhumbline Advisers | 0.00% | Reduce -95.5% | 591 | $5K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 468 | $4K |
| FMR LLC | 0.00% | Reduce -8.3% | 454 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.7% | 359 | $3K |
| Comerica Bank | 0.00% | No change | 274 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -95.5% | 208 | $2K |
| Cwm, LLC | 0.00% | New | 96 | $1K |
| New York State Common Retirement Fund | 0.00% | Reduce -97.8% | 106 | $847 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 43 | $0 |
| Covestor Ltd | 0.00% | New | 61 | $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.