Security Natl Finl Corp. Class ASNFCA
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $206K |
| Exits | 10 | $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.