Security Natl Finl Corp. Class ASNFCA
13F holders, Q3 2025 (September 30)69holders +6
13new positions
5sold out
3famous investors
$8.67avg. 13F price*
At the end of Q3 2025, 69 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 5 sold out. The largest holders were Soltis Investment Advisors LLC ($22.9M), M3F, Inc. ($19.4M) and BlackRock, Inc. ($7.2M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $935K |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 966,306 shares bought and 333,205 shares sold, net +633,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Soltis Investment Advisors LLC | 1.58% | Add +3.4% | 2,637,795 | $22.9M |
| M3F, Inc. | 5.49% | Add +5.2% | 2,233,648 | $19.4M |
| BlackRock, Inc. | 0.00% | Add +18.3% | 833,808 | $7.2M |
| Vanguard Group Inc. | 0.00% | Add +8.8% | 812,691 | $7.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.7% | 765,829 | $6.6M |
| Lhm, Inc. | 2.09% | Reduce -1.1% | 729,750 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +21.7% | 569,295 | $4.9M |
| Bridgeway Capital Management, LLC | 0.07% | Add +7.6% | 362,408 | $3.1M |
| Geode Capital Management, LLC | 0.00% | Add +16.3% | 358,952 | $3.1M |
| RBF Capital, LLC | 0.12% | Add +5.0% | 309,674 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -1.8% | 253,287 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +310.4% | 173,344 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.8% | 166,513 | $1.4M |
| State Street Corp. | 0.00% | Add +10.8% | 157,555 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +14.5% | 142,011 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +19.3% | 73,819 | $640K |
| Millennium Management | 0.00% | Add +38.7% | 60,310 | $523K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.8% | 60,112 | $521K |
| Barclays PLC | 0.00% | Reduce -5.0% | 58,280 | $505K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +5.0% | 56,157 | $487K |
| Squarepoint Ops LLC | 0.00% | New | 46,990 | $407K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.0% | 46,415 | $402K |
| Evergreen Capital Management LLC | 0.01% | Add +5.0% | 39,291 | $341K |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 36,001 | $312K |
| Morgan Stanley | 0.00% | Reduce -31.9% | 32,397 | $281K |
| Ritholtz Wealth Management | 0.01% | Reduce -26.9% | 31,837 | $276K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -52.5% | 27,548 | $239K |
| Deutsche Bank AG | 0.00% | New | 25,521 | $221K |
| HSBC Holdings PLC | 0.00% | Reduce -8.9% | 20,874 | $180K |
| Nuveen, LLC | 0.00% | Add +5.0% | 20,058 | $174K |
| Lunt Capital Management, Inc. | 0.06% | Add +9.0% | 17,972 | $156K |
| Citadel Advisors | 0.00% | Reduce -39.7% | 16,543 | $143K |
| Trexquant Investment LP | 0.00% | New | 16,351 | $142K |
| Invesco Ltd. | 0.00% | Add +22.5% | 15,752 | $137K |
| JPMorgan Chase & Co. | 0.00% | Add +12.0% | 15,661 | $136K |
| Rhumbline Advisers | 0.00% | Reduce -15.0% | 13,771 | $119K |
| Black Maple Capital Management LP | 0.08% | New | 12,837 | $111K |
| UBS Group AG | 0.00% | Add +99.3% | 12,344 | $107K |
| Wells Fargo & Company | 0.00% | Add +25.0% | 12,083 | $105K |
| Bank of America Corp. | 0.00% | Add +1.2% | 11,801 | $102K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.7% | 10,706 | $93K |
| New York State Common Retirement Fund | 0.00% | Reduce -19.8% | 8,505 | $74K |
| Acadian Asset Management LLC | 0.00% | Reduce -85.3% | 8,513 | $72K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.8% | 7,183 | $62K |
| BNP Paribas Financial Markets | 0.00% | Add +126.3% | 6,406 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.0% | 6,382 | $55K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,681 | $32K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +5.0% | 3,147 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Add +2550.0% | 1,590 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +5.0% | 1,578 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,527 | $13K |
| Legal & General Group Plc | 0.00% | Add +5.0% | 1,390 | $12K |
| Citigroup Inc. | 0.00% | Reduce -79.3% | 1,229 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +168.1% | 1,067 | $9K |
| California State Teachers Retirement System | 0.00% | Add +5.0% | 965 | $8K |
| Smithfield Trust Co | 0.00% | Add +5.0% | 669 | $6K |
| Covestor Ltd | 0.00% | New | 521 | $5K |
| Amalgamated Bank | 0.00% | Add +5.0% | 528 | $5K |
| FMR LLC | 0.00% | Add +1.4% | 352 | $3K |
| Arax Advisory Partners | 0.00% | New | 183 | $2K |
| IFP Advisors, Inc | 0.00% | Add +4.8% | 132 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -98.6% | 166 | $1K |
| Cwm, LLC | 0.00% | New | 156 | $1K |
| Comerica Bank | 0.00% | Reduce -65.2% | 87 | $754 |
| Rothschild Investment LLC | 0.00% | New | 35 | $303 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 18 | $156 |
| Essential Partners LLC | 0.00% | New | 3 | $26 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $9 |
| True Wealth Design, LLC | 0.00% | New | 1 | $9 |
"% 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.