Security Natl Finl Corp. Class ASNFCA
13F holders, Q4 2024 (December 31)59holders +8
9new positions
2sold out
3famous investors
$12.03avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 8 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were Soltis Investment Advisors LLC ($31.6M), M3F, Inc. ($24.2M) and Lhm, Inc. ($10.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.2M |
| Exits | 2 | $227K |
All 13F filers, Q3 2024 → Q4 2024: 608,594 shares bought and 494,662 shares sold, net +113,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Soltis Investment Advisors LLC | 2.92% | Reduce -7.0% | 2,623,831 | $31.6M |
| M3F, Inc. | 7.00% | Reduce -1.8% | 2,013,862 | $24.2M |
| Lhm, Inc. | 3.31% | No change | 863,659 | $10.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.1% | 673,379 | $8.1M |
| Vanguard Group Inc. | 0.00% | Reduce -10.3% | 634,973 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 447,898 | $5.4M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -1.6% | 335,850 | $4.0M |
| RBF Capital, LLC | 0.18% | Reduce -0.5% | 294,928 | $3.5M |
| Renaissance Technologies | 0.01% | Reduce -10.9% | 285,606 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +962.3% | 237,691 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +10.6% | 176,696 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.6% | 130,361 | $1.6M |
| Millennium Management | 0.00% | Add +49.1% | 121,907 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +42.6% | 93,682 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +91.2% | 78,257 | $941K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -13.7% | 74,029 | $891K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.9% | 71,245 | $857K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 71,120 | $856K |
| Goldman Sachs Group Inc. | 0.00% | Add +84.1% | 68,776 | $827K |
| EP Wealth Advisors, LLC | 0.01% | No change | 60,825 | $732K |
| Empowered Funds, LLC | 0.01% | Add +4.9% | 52,402 | $630K |
| State Street Corp. | 0.00% | Reduce -4.2% | 49,026 | $590K |
| Northern Trust Corp. | 0.00% | Add +6.4% | 45,855 | $552K |
| Barclays PLC | 0.00% | Add +3.3% | 43,881 | $528K |
| Townsquare Capital LLC | 0.01% | Reduce -64.5% | 41,291 | $497K |
| Ritholtz Wealth Management | 0.01% | Add +58.8% | 40,734 | $490K |
| Marshall Wace, LLP | 0.00% | Add +42.4% | 35,833 | $431K |
| Morgan Stanley | 0.00% | Add +5.2% | 33,965 | $409K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -4.8% | 30,753 | $370K |
| HSBC Holdings PLC | 0.00% | No change | 30,723 | $369K |
| 683 Capital Management, LLC | 0.04% | New | 29,399 | $354K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 28,453 | $342K |
| Citigroup Inc. | 0.00% | Add +21.9% | 23,053 | $277K |
| Hillsdale Investment Management Inc. | 0.01% | New | 19,600 | $236K |
| Citadel Advisors | 0.00% | Reduce -53.6% | 19,104 | $230K |
| UBS Group AG | 0.00% | Add +20367.4% | 17,602 | $212K |
| Bank of America Corp. | 0.00% | Add +31.9% | 17,226 | $207K |
| Lunt Capital Management, Inc. | 0.07% | No change | 15,862 | $191K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Add +7.0% | 15,213 | $183K |
| Acadian Asset Management LLC | 0.00% | New | 14,411 | $173K |
| Jefferies Financial Group Inc. | 0.00% | Add +15.4% | 13,614 | $164K |
| Royal Bank of Canada | 0.00% | No change | 11,025 | $133K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +203.9% | 7,217 | $87K |
| Farther Finance Advisors, LLC | 0.00% | New | 6,078 | $73K |
| Aster Capital Management (DIFC) Ltd | 0.03% | No change | 5,970 | $72K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +795.2% | 3,885 | $47K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.5% | 2,077 | $25K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,405 | $17K |
| Smithfield Trust Co | 0.00% | New | 637 | $8K |
| FMR LLC | 0.00% | Add +18.7% | 584 | $7K |
| Comerica Bank | 0.00% | No change | 274 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.5% | 219 | $3K |
| Point72 (DIFC) Ltd | 0.00% | Add +173.3% | 205 | $2K |
| Osaic Holdings, Inc. | 0.00% | New | 152 | $2K |
| IFP Advisors, Inc | 0.00% | New | 126 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 60 | $722 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.2% | 52 | $626 |
| Rhumbline Advisers | 0.00% | Add +0.0% | 1 | $48 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $12 |
"% 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.