Security Natl Finl Corp. Class ASNFCA
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 51 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, down 6 from Q2 2024. 6 opened new positions and 12 sold out. The largest holders were Soltis Investment Advisors LLC ($26.0M), M3F, Inc. ($18.9M) and Lhm, Inc. ($7.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 12 | $2.5M |
All 13F filers, Q2 2024 → Q3 2024: 869,219 shares bought and 470,961 shares sold, net +398,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Soltis Investment Advisors LLC | 2.54% | Add +1.0% | 2,820,948 | $26.0M |
| M3F, Inc. | 5.81% | Add +16.4% | 2,050,000 | $18.9M |
| Lhm, Inc. | 2.50% | Add +5.0% | 863,659 | $7.9M |
| Vanguard Group Inc. | 0.00% | Add +8.0% | 707,574 | $6.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +15.3% | 634,857 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.5% | 447,398 | $4.1M |
| Bridgeway Capital Management, LLC | 0.07% | Add +4.0% | 341,152 | $3.1M |
| Renaissance Technologies | 0.00% | Add +10.0% | 320,706 | $3.0M |
| RBF Capital, LLC | 0.14% | Add +5.9% | 296,531 | $2.7M |
| BlackRock, Inc. | 0.00% | — | 159,811 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 132,414 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +5.0% | 116,291 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 85,791 | $789K |
| Millennium Management | 0.00% | Reduce -30.1% | 81,769 | $752K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.6% | 72,025 | $663K |
| Verdad Advisers, LP | 0.88% | Add +3.5% | 71,941 | $662K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +74.8% | 65,680 | $640K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.0% | 60,825 | $560K |
| State Street Corp. | 0.00% | Add +5.0% | 51,163 | $471K |
| Empowered Funds, LLC | 0.01% | Add +10.6% | 49,961 | $460K |
| Northern Trust Corp. | 0.00% | Reduce -61.7% | 43,114 | $397K |
| Barclays PLC | 0.00% | Add +28.4% | 42,486 | $391K |
| Qube Research & Technologies Ltd | 0.00% | Add +57.1% | 42,187 | $388K |
| Citadel Advisors | 0.00% | Reduce -38.8% | 41,158 | $379K |
| Jane Street Group, LLC | 0.00% | Add +28.5% | 40,931 | $377K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.4% | 37,358 | $344K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 32,296 | $310K |
| Morgan Stanley | 0.00% | Reduce -18.6% | 32,287 | $297K |
| HSBC Holdings PLC | 0.00% | Add +19.6% | 30,723 | $283K |
| Ritholtz Wealth Management | 0.01% | Add +77.0% | 25,647 | $236K |
| Marshall Wace, LLP | 0.00% | Add +89.0% | 25,158 | $231K |
| UniSuper Management Pty Ltd | 0.00% | New | 23,940 | $220K |
| Susquehanna International Group, LLP | 0.00% | New | 22,376 | $206K |
| Citigroup Inc. | 0.00% | Add +119.3% | 18,909 | $174K |
| Lunt Capital Management, Inc. | 0.07% | Add +5.0% | 15,862 | $146K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Add +10.3% | 14,213 | $131K |
| Bank of America Corp. | 0.00% | Add +6.4% | 13,065 | $120K |
| Jefferies Financial Group Inc. | 0.00% | New | 11,800 | $109K |
| Royal Bank of Canada | 0.00% | Add +5.0% | 11,025 | $101K |
| JPMorgan Chase & Co. | 0.00% | Add +1673.8% | 6,368 | $59K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 5,970 | $55K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.8% | 2,488 | $23K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +407.5% | 2,375 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.7% | 680 | $6K |
| FMR LLC | 0.00% | Add +8.4% | 492 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 434 | $4K |
| Comerica Bank | 0.00% | No change | 274 | $3K |
| Wells Fargo & Company | 0.00% | Add +4.8% | 218 | $2K |
| UBS Group AG | 0.00% | Reduce -93.8% | 86 | $791 |
| Point72 (DIFC) Ltd | 0.00% | New | 75 | $690 |
| Russell Investments Group, Ltd. | 0.00% | New | 60 | $552 |
"% 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.