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
Download as csv
Download as Excel
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 | $21M | -2% | Mar 2026 |
|
| BlackRock | 936k | $8.9M | 2% | Mar 2026 |
|
| Vanguard Group | 842k | $7.6M | 4% | Dec 2025 |
|
| Dimensional Fund Advisors | 794k | $7.5M | 3% | Mar 2026 |
|
| Vanguard Capital Management | 752k | $7.1M | 100% | Mar 2026 |
|
| Ameriprise Financial | 731k | $6.9M | 13% | Mar 2026 |
|
| LHM | 718k | $6.8M | 0% | Mar 2026 |
|
| Geode Capital Management | 384k | $3.6M | 3% | Mar 2026 |
|
| Bridgeway Capital Management | 321k | $2.9M | -12% | Dec 2025 |
|
| Rbf Capital | 304k | $2.9M | 0% | Mar 2026 |
|
| Renaissance Technologies | 212k | $1.9M | -16% | Dec 2025 |
|
| Raymond James Financial | 162k | $1.5M | -3% | Dec 2025 |
|
| State Street Corporation | 157k | $1.4M | 0% | Dec 2025 |
|
| Northern Trust | 138k | $1.2M | -3% | Dec 2025 |
|
| Vanguard Fiduciary Trust | 125k | $1.2M | 100% | Mar 2026 |
|
| Goldman Sachs Group | 115k | $1.1M | -25% | Mar 2026 |
|
| Vanguard Portfolio Management | 94k | $895k | 100% | Mar 2026 |
|
| Verdad Advisers | 81k | $728k | 100% | Dec 2025 |
|
| EP Wealth Advisors | 64k | $606k | 0% | Mar 2026 |
|
| Barclays | 62k | $558k | 6% | Dec 2025 |
|
| UMA Financial Services | 52k | $497k | 0% | Mar 2026 |
|
| Citadel Advisors | 50k | $477k | 45% | Mar 2026 |
|
| Charles Schwab Investment Management | 46k | $418k | 0% | Dec 2025 |
|
| Evergreen Capital Management | 39k | $354k | 0% | Dec 2025 |
|
| Bank of New York Mellon | 37k | $353k | 4% | Mar 2026 |
|
| Morgan Stanley | 30k | $282k | -24% | Mar 2026 |
|
| Arrowstreet Capital, Limited Partnership | 26k | $238k | -4% | Dec 2025 |
|
| O'shaughnessy Asset Management | 26k | $243k | -24% | Mar 2026 |
|
| Nuveen | 22k | $211k | 0% | Mar 2026 |
|
| AQR Capital Management | 22k | $209k | 100% | Mar 2026 |
|
| Comprehensive Portfolio Management | 21k | $198k | -10% | Mar 2026 |
|
| Hsbc Holdings | 21k | $198k | 0% | Mar 2026 |
|
| Millennium Management | 21k | $197k | -38% | Mar 2026 |
|
| Bank of America Corporation | 21k | $194k | 100% | Mar 2026 |
|
| Lunt Capital Management | 18k | $170k | 0% | Mar 2026 |
|
| Deutsche Bank Aktiengesellschaft | 18k | $168k | 35% | Mar 2026 |
|
| Invesco | 17k | $163k | 1% | Mar 2026 |
|
| Susquehanna International | 12k | $106k | 100% | Dec 2025 |
|
| Black Maple Capital Management | 11k | $107k | -53% | Mar 2026 |
|
| Rhumbline Advisers | 11k | $106k | -1% | Mar 2026 |
|
| UBS Group | 11k | $103k | 10% | Mar 2026 |
|
| Callan Family Office | 10k | $95k | 100% | Mar 2026 |
|
| MetLife Investment Advisors | 9.4k | $85k | 100% | Dec 2025 |
|
| New York State Common Retirement Fund | 8.5k | $81k | 0% | Mar 2026 |
|
| Mirae Asset Global Etfs Holdings | 7.6k | $72k | 2% | Mar 2026 |
|
| Farther Finance Advisors | 6.4k | $60k | 0% | Mar 2026 |
|
| Wells Fargo & Company | 6.3k | $59k | -66% | Mar 2026 |
|
| Vanguard Global Advisers | 6.2k | $59k | 100% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 3.7k | $35k | -4% | Mar 2026 |
|
| Police & Firemen's Retirement System of New Jersey | 3.1k | $30k | 0% | Mar 2026 |
|
| Russell Investments | 2.9k | $27k | 31% | Mar 2026 |
|
| FMR | 1.8k | $17k | 419% | Dec 2025 |
|
| Summit Investment Advisors | 1.6k | $15k | 0% | Mar 2026 |
|
| Legal & General Group | 1.4k | $13k | 0% | Mar 2026 |
|
| Tucker Asset Management | 1.2k | $11k | 100% | Dec 2025 |
|
| Tower Research Capital | 1.2k | $11k | -21% | Dec 2025 |
|
| California State Teachers Retirement System | 880.00 | $8.3k | -12% | Mar 2026 |
|
| Citigroup | 756.00 | $7.2k | 100% | Mar 2026 |
|
| Sterling Capital Management | 538.00 | $5.1k | -43% | Mar 2026 |
|
| CWM | 422.00 | $4.0k | 171% | Dec 2025 |
|
| CoreFirst Bank & Trust | 353.00 | $3.3k | 0% | Mar 2026 |
|
| GAMMA Investing | 270.00 | $2.6k | 229% | Mar 2026 |
|
| Pnc Financial Services | 240.00 | $2.3k | 100% | Mar 2026 |
|
| IFP Advisors | 144.00 | $1.4k | 4% | Mar 2026 |
|
| EverSource Wealth Advisors | 87.00 | $824.359800 | 112% | Mar 2026 |
|
| Brian McDonald | 87.00 | $784.000500 | 0% | Dec 2025 |
|
| Essential Partners | 70.00 | $663.999000 | 1650% | Mar 2026 |
|
| Rothschild Investment | 42.00 | $398.000400 | 20% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 40.00 | $379.000000 | 100% | Mar 2026 |
|
| Covestor | 36.00 | $0 | 100% | Mar 2026 |
|
| Transamerica Financial Advisors | 23.00 | $218.000900 | 100% | Mar 2026 |
|
| True Wealth Design | 5.00 | $48.000000 | 100% | Mar 2026 |
|
| MAI Wealth Advisors | 5.00 | $48.000000 | 25% | Mar 2026 |
|
| Root Financial Partners | 4.00 | $38.000000 | 100% | Mar 2026 |
|
| Hanson McClain Advisors | 4.00 | $37.000000 | 100% | Dec 2025 |
|
| Sunbelt Securities | 2.00 | $19.000000 | 100% | Mar 2026 |
|
| SBI Securities | 1.00 | $9.000000 | 0% | Mar 2026 |
|
| NISA Investment Advisors | 1.00 | $9.000000 | 0% | Mar 2026 |
|
Who sold out of Security National Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Sep 2025 | 74k | $640k |
| Jpmorgan Chase & Co | Sep 2025 | 16k | $136k |
| Squarepoint Ops | Dec 2025 | 11k | $101k |
| Amalgamated Bank | Dec 2025 | 511.00 | $5.0k |
| Royal Bank of Canada | Sep 2025 | 166.00 | $0 |