Security Natl Finl Corp. Class ASNFCA
13F holders, Q1 2026 (March 31)80holders +8
11new positions
5sold out
4famous investors
$9.48avg. 13F price*
At the end of Q1 2026, 80 institutions reported holding Security Natl Finl Corp. Class A (SNFCA) in their 13F filings, up 8 from Q4 2025. 11 opened new positions and 5 sold out. The largest holders were M3F, Inc. ($20.8M), BlackRock, Inc. ($8.9M) and Dimensional Fund Advisors LP ($7.5M). 4 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.3M |
| Exits | 5 | $229K |
All 13F filers, Q4 2025 → Q1 2026: 328,570 shares bought and 308,264 shares sold, net +20,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| M3F, Inc. | 5.17% | Reduce -1.6% | 2,198,648 | $20.8M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 936,413 | $8.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.3% | 793,553 | $7.5M |
| Vanguard Capital Management LLC | 0.00% | — | 752,095 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +13.0% | 730,502 | $6.9M |
| Lhm, Inc. | 2.68% | Reduce -0.1% | 717,508 | $6.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 384,301 | $3.6M |
| Veradace Capital Management LLC | 2.98% | No change | 353,055 | $3.3M |
| RBF Capital, LLC | 0.14% | No change | 303,534 | $2.9M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -13.1% | 278,746 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -4.0% | 203,240 | $1.9M |
| State Street Corp. | 0.00% | Add +10.0% | 172,462 | $1.6M |
| Gem Investment Advisors, LLC | 1.47% | No change | 158,171 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 144,142 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.5% | 133,415 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 124,688 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.8% | 114,991 | $1.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 94,353 | $894K |
| Empowered Funds, LLC | 0.01% | New | 90,859 | $861K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.0% | 63,877 | $606K |
| Verdad Advisers, LP | 0.64% | Reduce -25.7% | 60,000 | $569K |
| Physician Wealth Advisors, Inc. | 0.07% | No change | 52,376 | $497K |
| Citadel Advisors | 0.00% | Add +45.3% | 50,275 | $477K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.3% | 44,454 | $421K |
| Barclays PLC | 0.00% | Reduce -34.9% | 40,353 | $383K |
| Evergreen Capital Management LLC | 0.01% | No change | 39,291 | $372K |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 37,257 | $353K |
| Morgan Stanley | 0.00% | Reduce -23.7% | 29,693 | $281K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.4% | 25,580 | $242K |
| Nuveen, LLC | 0.00% | No change | 22,262 | $211K |
| AQR Capital Management | 0.00% | New | 22,040 | $209K |
| Ritholtz Wealth Management | 0.00% | Reduce -9.9% | 20,889 | $198K |
| HSBC Holdings PLC | 0.00% | No change | 20,874 | $197K |
| Millennium Management | 0.00% | Reduce -37.5% | 20,736 | $197K |
| Bank of America Corp. | 0.00% | Add +12.3% | 20,493 | $194K |
| Lunt Capital Management, Inc. | 0.07% | No change | 17,972 | $170K |
| Deutsche Bank AG | 0.00% | Add +34.7% | 17,755 | $168K |
| Invesco Ltd. | 0.00% | Add +1.1% | 17,163 | $163K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -52.2% | 12,599 | $119K |
| T. Rowe Price Associates Inc. | 0.00% | New | 12,016 | $114K |
| Black Maple Capital Management LP | 0.08% | Reduce -53.0% | 11,311 | $107K |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 11,120 | $105K |
| UBS Group AG | 0.00% | Add +10.3% | 10,851 | $103K |
| Callan Family Office, LLC | 0.00% | New | 10,026 | $95K |
| New York State Common Retirement Fund | 0.00% | No change | 8,505 | $81K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 7,573 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.0% | 6,776 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 6,385 | $60K |
| Wells Fargo & Company | 0.00% | Reduce -66.1% | 6,263 | $59K |
| Vanguard Global Advisers, LLC | 0.00% | — | 6,244 | $59K |
| MetLife Investment Management, LLC | 0.00% | Reduce -51.8% | 4,541 | $43K |
| FMR LLC | 0.00% | Add +131.8% | 4,235 | $40K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +217.1% | 3,818 | $36K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.2% | 3,712 | $35K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,147 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Add +30.6% | 2,854 | $27K |
| Cwm, LLC | 0.00% | Add +377.0% | 2,013 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,578 | $15K |
| Legal & General Group Plc | 0.00% | No change | 1,390 | $13K |
| California State Teachers Retirement System | 0.00% | Reduce -12.0% | 880 | $8K |
| Citigroup Inc. | 0.00% | Add +104.3% | 756 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 698 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 538 | $5K |
| CoreFirst Bank & Trust | 0.00% | No change | 353 | $3K |
| GAMMA Investing LLC | 0.00% | Add +229.3% | 270 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 240 | $2K |
| IFP Advisors, Inc | 0.00% | Add +3.6% | 144 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +112.2% | 87 | $824 |
| Essential Partners LLC | 0.00% | Add +1650.0% | 70 | $664 |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 42 | $398 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 40 | $379 |
| Allworth Financial LP | 0.00% | Add +850.0% | 38 | $361 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 23 | $218 |
| MAI Capital Management | 0.00% | Add +25.0% | 5 | $48 |
| True Wealth Design, LLC | 0.00% | New | 5 | $48 |
| Root Financial Partners, LLC | 0.00% | New | 4 | $38 |
| Sunbelt Securities, Inc. | 0.00% | Add +100.0% | 2 | $19 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1 | $9 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $9 |
| Covestor Ltd | 0.00% | New | 36 | $0 |
"% 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.