Who owns Security National Financial?
- Ticker: SNFCA
- CUSIP Number: 814785309
Tip: Access positions for across all investors
Analyze quarterly positions in Security National Financial with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Security National Financial stock
Who bought or sold Security National Financial this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| M3F | 2.2M | $19M | 5% | Sep 2026 |
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| BlackRock | 1.0M | $9.8M | 8% | Jun 2026 |
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| Dimensional Fund Advisors | 845k | $8.2M | 7% | Jun 2026 |
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| Ameriprise Financial | 824k | $8.0M | 13% | Jun 2026 |
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| Vanguard Capital Management | 746k | $7.2M | -1% | Jun 2026 |
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| LHM | 601k | $5.5M | -16% | Jun 2026 |
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| Geode Capital Management | 410k | $4.0M | 7% | Jun 2026 |
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| Rbf Capital | 304k | $2.9M | 0% | Jun 2026 |
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| Bridgeway Capital Management | 276k | $2.7M | -1% | Jun 2026 |
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| State Street Corporation | 195k | $1.9M | 13% | Jun 2026 |
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| Renaissance Technologies | 194k | $1.9M | -5% | Jun 2026 |
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| Northern Trust | 144k | $1.4M | 0% | Jun 2026 |
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| Vanguard Fiduciary Trust | 113k | $1.1M | -9% | Jun 2026 |
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| Vanguard Portfolio Management | 107k | $1.0M | 13% | Jun 2026 |
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| Empowered Funds | 98k | $947k | 8% | Jun 2026 |
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| Goldman Sachs Group | 93k | $905k | -19% | Jun 2026 |
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| EP Wealth Advisors | 64k | $619k | 0% | Jun 2026 |
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| Verdad Advisers | 60k | $581k | 0% | Jun 2026 |
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| UMA Financial Services | 55k | $479k | 5% | Sep 2026 |
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| AQR Capital Management | 54k | $523k | 144% | Jun 2026 |
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| Citadel Advisors | 48k | $467k | -4% | Jun 2026 |
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| Charles Schwab Investment Management | 47k | $453k | 5% | Jun 2026 |
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| Sixth Street Partners Management Company | 47k | $453k | 100% | Jun 2026 |
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| Evergreen Capital Management | 41k | $359k | 5% | Sep 2026 |
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| Barclays | 39k | $377k | -4% | Jun 2026 |
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| Bank of New York Mellon | 38k | $369k | 2% | Jun 2026 |
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| PanAgora Asset Management | 33k | $323k | 100% | Jun 2026 |
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| Nuveen | 26k | $251k | 16% | Jun 2026 |
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| Millennium Management | 21k | $202k | 1% | Jun 2026 |
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| Lunt Capital Management | 19k | $167k | -3% | Sep 2026 |
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| O'shaughnessy Asset Management | 19k | $185k | -25% | Jun 2026 |
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| Bank of America Corporation | 17k | $160k | -19% | Jun 2026 |
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| Squarepoint Ops | 15k | $149k | 100% | Jun 2026 |
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| Comprehensive Portfolio Management | 15k | $142k | -30% | Jun 2026 |
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| Invesco | 14k | $135k | -19% | Jun 2026 |
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| Wells Fargo & Company | 14k | $131k | 116% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 12k | $116k | -32% | Jun 2026 |
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| Rhumbline Advisers | 11k | $106k | -2% | Jun 2026 |
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| Russell Investments | 11k | $101k | 267% | Jun 2026 |
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| Callan Family Office | 10k | $97k | 0% | Jun 2026 |
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| New York State Common Retirement Fund | 8.5k | $82k | 0% | Jun 2026 |
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| Mirae Asset Global Etfs Holdings | 7.4k | $71k | -3% | Jun 2026 |
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| UBS Group | 6.8k | $66k | -37% | Jun 2026 |
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| Jpmorgan Chase & Co | 6.8k | $67k | 100% | Jun 2026 |
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| Farther Finance Advisors | 6.7k | $58k | 5% | Sep 2026 |
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| Vanguard Global Advisers | 6.2k | $61k | 0% | Jun 2026 |
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| FMR | 5.4k | $52k | 27% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 3.1k | $31k | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 3.0k | $29k | -19% | Jun 2026 |
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| Tower Research Capital | 2.5k | $24k | -34% | Jun 2026 |
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| Royal Bank of Canada | 2.3k | $24k | 100% | Jun 2026 |
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| Summit Investment Advisors | 1.6k | $15k | 0% | Jun 2026 |
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| Legal & General Group | 1.4k | $14k | 0% | Jun 2026 |
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| SRS Capital Advisors | 757.00 | $7.3k | 100% | Jun 2026 |
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| Fortitude Family Office | 721.00 | $6.3k | 100% | Sep 2026 |
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| Jones Financial Companies, L.L | 698.00 | $6.9k | 0% | Jun 2026 |
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| Sterling Capital Management | 331.00 | $2.9k | 9% | Sep 2026 |
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| Pnc Financial Services | 240.00 | $2.3k | 0% | Jun 2026 |
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| California State Teachers Retirement System | 220.00 | $2.1k | -75% | Jun 2026 |
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| Quarry | 150.00 | $1.5k | 100% | Jun 2026 |
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| GAMMA Investing | 141.00 | $1.2k | -48% | Sep 2026 |
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| Hanson McClain Advisors | 109.00 | $1.1k | 187% | Jun 2026 |
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| EverSource Wealth Advisors | 107.00 | $1.0k | 23% | Jun 2026 |
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| Essential Partners | 76.00 | $661.002400 | -7% | Sep 2026 |
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| Covestor | 59.00 | $1.0k | 20% | Sep 2026 |
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| Rothschild Investment | 55.00 | $532.999500 | 31% | Jun 2026 |
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| Ubs Global Asset Management Americas | 40.00 | $388.000000 | 0% | Jun 2026 |
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| Transamerica Financial Advisors | 35.00 | $338.999500 | 52% | Jun 2026 |
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| IFP Advisors | 31.00 | $270.000700 | -83% | Sep 2026 |
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| True Wealth Design | 9.00 | $79.000200 | -50% | Sep 2026 |
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| Root Financial Partners | 9.00 | $78.000300 | 100% | Sep 2026 |
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| NISA Investment Advisors | 2.00 | $17.000000 | 100% | Sep 2026 |
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| SBI Securities | 1.00 | $9.000000 | 0% | Sep 2026 |
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| SJS Investment Consulting | 1.00 | $9.000000 | 0% | Sep 2026 |
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Who sold out of Security National Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial | Mar 2026 | 133k | $1.3M |
| Hsbc Holdings | Mar 2026 | 21k | $198k |
| Arrowstreet Capital, Limited Partnership | Mar 2026 | 13k | $119k |
| Black Maple Capital Management | Mar 2026 | 11k | $107k |
| MetLife Investment Advisors | Mar 2026 | 4.5k | $43k |
| CoreFirst Bank & Trust | Mar 2026 | 353.00 | $3.3k |
| MAI Wealth Advisors | Mar 2026 | 5.00 | $48.000000 |
| Wealth Enhancement Trust Services | Jun 2026 | 2.00 | $19.000000 |