Security Natl Finl Corp. Class ASNFCA
13F holders, Q1 2025 (March 31)60holders +1
6new positions
4sold out
2famous investors
$12.10avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Soltis Investment Advisors LLC ($31.0M), M3F, Inc. ($24.4M) and Lhm, Inc. ($9.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 4 | $672K |
All 13F filers, Q4 2024 → Q1 2025: 448,330 shares bought and 397,803 shares sold, net +50,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Soltis Investment Advisors LLC | 2.77% | Reduce -2.2% | 2,565,504 | $31.0M |
| M3F, Inc. | 6.71% | Add +0.1% | 2,016,765 | $24.4M |
| Lhm, Inc. | 3.13% | Reduce -9.6% | 781,169 | $9.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.7% | 691,414 | $8.4M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 651,073 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.1% | 466,072 | $5.6M |
| Bridgeway Capital Management, LLC | 0.10% | Reduce -1.3% | 331,500 | $4.0M |
| RBF Capital, LLC | 0.23% | No change | 294,928 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +19.0% | 282,906 | $3.4M |
| Millennium Management | 0.00% | Add +117.8% | 265,488 | $3.2M |
| Renaissance Technologies | 0.00% | Reduce -14.0% | 245,706 | $3.0M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 179,205 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.0% | 131,669 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.4% | 93,796 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 86,604 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 70,376 | $852K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -10.6% | 66,190 | $801K |
| EP Wealth Advisors, LLC | 0.01% | No change | 60,825 | $736K |
| Jane Street Group, LLC | 0.00% | Reduce -23.5% | 59,860 | $724K |
| Acadian Asset Management LLC | 0.00% | Add +303.0% | 58,081 | $701K |
| Empowered Funds, LLC | 0.01% | Add +8.1% | 56,652 | $685K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +73.9% | 53,483 | $647K |
| State Street Corp. | 0.00% | No change | 49,026 | $593K |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 45,277 | $548K |
| Townsquare Capital LLC | 0.01% | No change | 41,291 | $500K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.3% | 38,975 | $472K |
| Barclays PLC | 0.00% | Reduce -12.8% | 38,278 | $463K |
| Morgan Stanley | 0.00% | Reduce -5.5% | 32,087 | $388K |
| HSBC Holdings PLC | 0.00% | Reduce -6.5% | 28,717 | $349K |
| HRT Financial LP | 0.00% | New | 28,783 | $348K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.9% | 27,845 | $337K |
| Hillsdale Investment Management Inc. | 0.01% | Add +10.2% | 21,600 | $261K |
| Marshall Wace, LLP | 0.00% | Reduce -40.0% | 21,492 | $260K |
| ExodusPoint Capital Management, LP | 0.00% | New | 16,456 | $199K |
| Lunt Capital Management, Inc. | 0.07% | No change | 15,862 | $192K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -44.8% | 15,698 | $190K |
| Jain Global LLC | 0.00% | New | 15,114 | $183K |
| Balyasny Asset Management L.P. | 0.00% | New | 14,383 | $174K |
| Trexquant Investment LP | 0.00% | New | 14,354 | $174K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -5.4% | 12,882 | $156K |
| UBS Group AG | 0.00% | Reduce -29.9% | 12,338 | $149K |
| Royal Bank of Canada | 0.00% | No change | 11,025 | $133K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +48.0% | 10,679 | $129K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Reduce -31.9% | 10,359 | $125K |
| Raymond James Financial Inc. | 0.00% | New | 10,081 | $122K |
| Citigroup Inc. | 0.00% | Reduce -58.4% | 9,594 | $116K |
| Bank of America Corp. | 0.00% | Reduce -63.6% | 6,266 | $76K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,078 | $68K |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.5% | 696 | $8K |
| Smithfield Trust Co | 0.00% | No change | 637 | $8K |
| FMR LLC | 0.00% | Reduce -24.0% | 444 | $5K |
| Point72 (DIFC) Ltd | 0.00% | Add +82.0% | 373 | $5K |
| Comerica Bank | 0.00% | No change | 274 | $3K |
| Wells Fargo & Company | 0.00% | No change | 219 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.0% | 196 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 152 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 126 | $2K |
| JPMorgan Chase & Co. | 0.00% | Add +65.4% | 86 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 60 | $726 |
| SBI Securities Co., Ltd. | 0.00% | No change | 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.