Security Natl Finl Corp. Class ASNFCA
13F holders, Q2 2025 (June 30)63holders +3
16new positions
15sold out
3famous investors
$9.85avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 3 from Q1 2025. 16 opened new positions and 15 sold out. The largest holders were Soltis Investment Advisors LLC ($25.1M), M3F, Inc. ($20.9M) and Vanguard Group Inc. ($7.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.2M |
| Exits | 15 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,602,402 shares bought and 887,742 shares sold, net +714,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Soltis Investment Advisors LLC | 1.97% | Reduce -0.6% | 2,551,096 | $25.1M |
| M3F, Inc. | 5.90% | Add +5.2% | 2,122,425 | $20.9M |
| Vanguard Group Inc. | 0.00% | Add +14.7% | 746,985 | $7.4M |
| Lhm, Inc. | 2.41% | Reduce -5.5% | 738,117 | $7.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.8% | 731,829 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +293.4% | 704,926 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 467,818 | $4.6M |
| Bridgeway Capital Management, LLC | 0.08% | Add +1.6% | 336,704 | $3.3M |
| Geode Capital Management, LLC | 0.00% | Add +134.4% | 308,665 | $3.0M |
| RBF Capital, LLC | 0.14% | No change | 294,928 | $2.9M |
| Renaissance Technologies | 0.00% | Add +5.0% | 257,860 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +1404.7% | 151,688 | $1.5M |
| State Street Corp. | 0.00% | Add +190.0% | 142,196 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +173.8% | 123,982 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.1% | 82,168 | $809K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 70,492 | $694K |
| Empowered Funds, LLC | 0.01% | Add +9.2% | 61,856 | $609K |
| Barclays PLC | 0.00% | Add +60.2% | 61,312 | $604K |
| EP Wealth Advisors, LLC | 0.00% | No change | 60,825 | $599K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -12.3% | 58,026 | $572K |
| Acadian Asset Management LLC | 0.00% | No change | 58,081 | $570K |
| Physician Wealth Advisors, Inc. | 0.08% | No change | 53,483 | $527K |
| Morgan Stanley | 0.00% | Add +48.2% | 47,564 | $469K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 44,205 | $435K |
| Ritholtz Wealth Management | 0.01% | Add +11.7% | 43,527 | $429K |
| Millennium Management | 0.00% | Reduce -83.6% | 43,476 | $428K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.0% | 42,236 | $416K |
| Scott Marsh Financial, LLC | 0.15% | — | 41,291 | $407K |
| Evergreen Capital Management LLC | 0.01% | New | 37,420 | $369K |
| Bank of New York Mellon Corp | 0.00% | New | 33,314 | $328K |
| Marshall Wace, LLP | 0.00% | Add +33.7% | 28,735 | $283K |
| Citadel Advisors | 0.00% | New | 27,416 | $270K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.8% | 23,194 | $228K |
| HSBC Holdings PLC | 0.00% | Reduce -20.2% | 22,926 | $223K |
| Jane Street Group, LLC | 0.00% | Reduce -64.4% | 21,331 | $210K |
| Nuveen, LLC | 0.00% | New | 19,103 | $188K |
| Lunt Capital Management, Inc. | 0.06% | Add +4.0% | 16,489 | $162K |
| Rhumbline Advisers | 0.00% | Add +0.0% | 16,193 | $160K |
| JPMorgan Chase & Co. | 0.00% | Add +16157.0% | 13,981 | $138K |
| Invesco Ltd. | 0.00% | New | 12,857 | $127K |
| Royal Bank of Canada | 0.00% | Add +10.6% | 12,195 | $121K |
| Bank of America Corp. | 0.00% | Add +86.2% | 11,664 | $115K |
| Panagora Asset Management Inc. | 0.00% | New | 10,784 | $106K |
| New York State Common Retirement Fund | 0.00% | New | 10,600 | $104K |
| Wells Fargo & Company | 0.00% | Add +4314.6% | 9,668 | $95K |
| MetLife Investment Management, LLC | 0.00% | New | 9,226 | $91K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 8,049 | $79K |
| UBS Group AG | 0.00% | Reduce -49.8% | 6,193 | $61K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,078 | $60K |
| Citigroup Inc. | 0.00% | Reduce -38.0% | 5,947 | $59K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 2,998 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +306.8% | 2,831 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1,503 | $15K |
| Legal & General Group Plc | 0.00% | New | 1,324 | $13K |
| California State Teachers Retirement System | 0.00% | New | 919 | $9K |
| Smithfield Trust Co | 0.00% | No change | 637 | $6K |
| Amalgamated Bank | 0.00% | New | 503 | $5K |
| Sterling Capital Management LLC | 0.00% | New | 398 | $4K |
| FMR LLC | 0.00% | Reduce -21.9% | 347 | $3K |
| Comerica Bank | 0.00% | Reduce -8.8% | 250 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 126 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 60 | $591 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $10 |
"% 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.