Security Natl Finl Corp. Class ASNFCA

13F holders, Q4 2025 (December 31)
72holders +3
9new positions
10sold out
3famous investors
$9.01avg. 13F price*

At the end of Q4 2025, 72 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 10 sold out. The largest holders were M3F, Inc. ($20.1M), BlackRock, Inc. ($8.3M) and Vanguard Group Inc. ($7.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

020406080 Q1 2024: 55Q1 2024Q2 2024: 57Q2 2024Q3 2024: 51Q3 2024Q4 2024: 59Q4 2024Q1 2025: 60Q1 2025Q2 2025: 63Q2 2025Q3 2025: 69Q3 2025Q4 2025: 72Q4 2025Q1 2026: 80Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$206K
Exits10$23.9M

All 13F filers, Q3 2025 → Q4 2025: 291,143 shares bought and 3,007,601 shares sold, net −2,716,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

M3F, Inc. 5.53% No change 2,233,648 $20.1M
BlackRock, Inc. 0.00% Add +10.3% 919,255 $8.3M
Vanguard Group Inc. 0.00% Add +3.6% 841,836 $7.6M
Dimensional Fund Advisors LP 0.00% Add +0.3% 767,946 $6.9M
Lhm, Inc. 2.41% Reduce -1.6% 718,033 $6.5M
Ameriprise Financial Inc. 0.00% Add +13.5% 646,319 $5.8M
Geode Capital Management, LLC 0.00% Add +4.1% 373,742 $3.4M
Veradace Capital Management LLC 2.19% — 353,055 $3.2M
Bridgeway Capital Management, LLC 0.06% Reduce -11.5% 320,659 $2.9M
RBF Capital, LLC 0.12% Reduce -2.0% 303,534 $2.7M
Renaissance Technologies 0.00% Reduce -16.4% 211,640 $1.9M
Raymond James Financial Inc. 0.00% Reduce -2.8% 161,800 $1.5M
Gem Investment Advisors, LLC 1.35% — 158,171 $1.4M
State Street Corp. 0.00% Reduce -0.5% 156,783 $1.4M
Goldman Sachs Group Inc. 0.00% Reduce -11.8% 152,804 $1.4M
Northern Trust Corp. 0.00% Reduce -2.7% 138,154 $1.2M
Verdad Advisers, LP 0.83% — 80,800 $728K
EP Wealth Advisors, LLC 0.00% — 63,869 $575K
Barclays PLC 0.00% Add +6.3% 61,947 $558K
Physician Wealth Advisors, Inc. 0.07% Reduce -6.7% 52,376 $472K
Charles Schwab Investment Management Inc. 0.00% Add +0.0% 46,430 $418K
Evergreen Capital Management LLC 0.01% No change 39,291 $354K
Morgan Stanley 0.00% Add +20.1% 38,919 $351K
Bank of New York Mellon Corp 0.00% Reduce -0.8% 35,726 $322K
Citadel Advisors 0.00% Add +109.2% 34,608 $312K
O'shaughnessy Asset Management, LLC 0.00% Reduce -43.7% 33,841 $305K
Millennium Management 0.00% Reduce -44.9% 33,204 $299K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -4.2% 26,382 $238K
Black Maple Capital Management LP 0.16% Add +87.6% 24,078 $217K
Ritholtz Wealth Management 0.00% Reduce -27.2% 23,175 $209K
Nuveen, LLC 0.00% Add +11.0% 22,262 $201K
HSBC Holdings PLC 0.00% No change 20,874 $188K
Wells Fargo & Company 0.00% Add +52.8% 18,457 $166K
Bank of America Corp. 0.00% Add +54.7% 18,255 $164K
Lunt Capital Management, Inc. 0.06% No change 17,972 $162K
Invesco Ltd. 0.00% Add +7.8% 16,973 $153K
JPMorgan Chase & Co. 0.00% Add +5.6% 16,532 $149K
Deutsche Bank AG 0.00% Reduce -48.4% 13,181 $119K
Susquehanna International Group, LLP 0.00% New 11,764 $106K
Rhumbline Advisers 0.00% Reduce -18.2% 11,270 $102K
Squarepoint Ops LLC 0.00% Reduce -76.1% 11,233 $101K
UBS Group AG 0.00% Reduce -20.3% 9,838 $89K
MetLife Investment Management, LLC 0.00% New 9,412 $85K
New York State Common Retirement Fund 0.00% No change 8,505 $77K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.1% 7,403 $67K
Farther Finance Advisors, LLC 0.00% No change 6,382 $58K
BNP Paribas Financial Markets 0.00% Reduce -39.5% 3,873 $35K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,147 $28K
Russell Investments Group, Ltd. 0.00% Add +37.5% 2,186 $20K
FMR LLC 0.00% Add +419.0% 1,827 $16K
Ameritas Investment Partners, Inc. 0.00% No change 1,578 $14K
Legal & General Group Plc 0.00% No change 1,390 $13K
Tucker Asset Management LLC 0.00% New 1,246 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -21.1% 1,204 $11K
California State Teachers Retirement System 0.00% Add +3.6% 1,000 $9K
Sterling Capital Management LLC 0.00% Reduce -12.2% 937 $8K
Royal Bank of Canada 0.00% Add +298.8% 662 $6K
Amalgamated Bank 0.00% Reduce -3.2% 511 $5K
Cwm, LLC 0.00% Add +170.5% 422 $4K
Citigroup Inc. 0.00% Reduce -69.9% 370 $3K
CoreFirst Bank & Trust 0.00% New 353 $3K
IFP Advisors, Inc 0.00% Add +5.3% 139 $1K
Comerica Bank 0.00% No change 87 $784
GAMMA Investing LLC 0.00% New 82 $739
EverSource Wealth Advisors, LLC 0.00% Add +127.8% 41 $369
Rothschild Investment LLC 0.00% No change 35 $315
MAI Capital Management 0.00% New 4 $37
Allworth Financial LP 0.00% New 4 $37
Essential Partners LLC 0.00% Add +33.3% 4 $36
Nisa Investment Advisors, LLC 0.00% New 1 $9
Sunbelt Securities, Inc. 0.00% New 1 $9
SBI Securities Co., Ltd. 0.00% No change 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.