Who owns Security National Financial?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 2.1M $20M -4% Jun 2026
 View chart
BlackRock 1.0M $9.8M 8% Jun 2026
 View chart
Dimensional Fund Advisors 845k $8.2M 7% Jun 2026
 View chart
Ameriprise Financial 824k $8.0M 13% Jun 2026
 View chart
Vanguard Capital Management 746k $7.2M -1% Jun 2026
 View chart
LHM 601k $5.5M -16% Jun 2026
 View chart
Geode Capital Management 410k $4.0M 7% Jun 2026
 View chart
Rbf Capital 304k $2.9M 0% Jun 2026
 View chart
Bridgeway Capital Management 276k $2.7M -1% Jun 2026
 View chart
Renaissance Technologies 194k $1.9M -5% Jun 2026
 View chart
State Street Corporation 173k $1.6M 10% Mar 2026
 View chart
Northern Trust 144k $1.4M 0% Jun 2026
 View chart
Vanguard Fiduciary Trust 113k $1.1M -9% Jun 2026
 View chart
Vanguard Portfolio Management 107k $1.0M 13% Jun 2026
 View chart
Empowered Funds 98k $947k 8% Jun 2026
 View chart
Goldman Sachs Group 93k $905k -19% Jun 2026
 View chart
EP Wealth Advisors 64k $619k 0% Jun 2026
 View chart
Verdad Advisers 60k $581k 0% Jun 2026
 View chart
AQR Capital Management 54k $523k 144% Jun 2026
 View chart
UMA Financial Services 52k $508k 0% Jun 2026
 View chart
Citadel Advisors 48k $467k -4% Jun 2026
 View chart
Charles Schwab Investment Management 47k $453k 5% Jun 2026
 View chart
Sixth Street Partners Management Company 47k $453k 100% Jun 2026
 View chart
Evergreen Capital Management 39k $381k 0% Jun 2026
 View chart
Barclays 39k $377k -4% Jun 2026
 View chart
Bank of New York Mellon 38k $369k 2% Jun 2026
 View chart
PanAgora Asset Management 33k $323k 100% Jun 2026
 View chart
Morgan Stanley 30k $282k -24% Mar 2026
 View chart
Nuveen 26k $251k 16% Jun 2026
 View chart
Millennium Management 21k $202k 1% Jun 2026
 View chart
Lunt Capital Management 20k $192k 10% Jun 2026
 View chart
O'shaughnessy Asset Management 19k $185k -25% Jun 2026
 View chart
Bank of America Corporation 17k $160k -19% Jun 2026
 View chart
Squarepoint Ops 15k $149k 100% Jun 2026
 View chart
Comprehensive Portfolio Management 15k $142k -30% Jun 2026
 View chart
Invesco 14k $135k -19% Jun 2026
 View chart
Wells Fargo & Company 14k $131k 116% Jun 2026
 View chart
T. Rowe Price Associates 12k $114k 100% Mar 2026
 View chart
Deutsche Bank Aktiengesellschaft 12k $116k -32% Jun 2026
 View chart
Rhumbline Advisers 11k $106k -2% Jun 2026
 View chart
Russell Investments 11k $101k 267% Jun 2026
 View chart
Callan Family Office 10k $97k 0% Jun 2026
 View chart
New York State Common Retirement Fund 8.5k $82k 0% Jun 2026
 View chart
Mirae Asset Global Etfs Holdings 7.4k $71k -3% Jun 2026
 View chart
UBS Group 6.8k $66k -37% Jun 2026
 View chart
Jpmorgan Chase & Co 6.8k $67k 100% Jun 2026
 View chart
Farther Finance Advisors 6.4k $62k 0% Jun 2026
 View chart
Vanguard Global Advisers 6.2k $61k 0% Jun 2026
 View chart
FMR 5.4k $52k 27% Jun 2026
 View chart
Police & Firemen's Retirement System of New Jersey 3.1k $31k 0% Jun 2026
 View chart
Bnp Paribas Arbitrage, Snc 3.0k $29k -19% Jun 2026
 View chart
Tower Research Capital 2.5k $24k -34% Jun 2026
 View chart
Royal Bank of Canada 2.3k $24k 100% Jun 2026
 View chart
CWM 2.0k $19k 377% Mar 2026
 View chart
Mercer Global Advisors 1.7k $16k 100% Jun 2026
 View chart
Summit Investment Advisors 1.6k $15k 0% Jun 2026
 View chart
Legal & General Group 1.4k $14k 0% Jun 2026
 View chart
SRS Capital Advisors 757.00 $7.3k 100% Jun 2026
 View chart
Citigroup 756.00 $7.2k 100% Mar 2026
 View chart
Jones Financial Companies, L.L 698.00 $6.9k 0% Jun 2026
 View chart
Sterling Capital Management 304.00 $2.9k -43% Jun 2026
 View chart
GAMMA Investing 270.00 $2.6k 0% Jun 2026
 View chart
Pnc Financial Services 240.00 $2.3k 0% Jun 2026
 View chart
California State Teachers Retirement System 220.00 $2.1k -75% Jun 2026
 View chart
IFP Advisors 178.00 $1.7k 24% Jun 2026
 View chart
Quarry 150.00 $1.5k 100% Jun 2026
 View chart
Hanson McClain Advisors 109.00 $1.1k 187% Jun 2026
 View chart
EverSource Wealth Advisors 107.00 $1.0k 23% Jun 2026
 View chart
Essential Partners 82.00 $794.998200 17% Jun 2026
 View chart
Rothschild Investment 55.00 $532.999500 31% Jun 2026
 View chart
Covestor 49.00 $0 36% Jun 2026
 View chart
Ubs Global Asset Management Americas 40.00 $388.000000 0% Jun 2026
 View chart
Transamerica Financial Advisors 35.00 $338.999500 52% Jun 2026
 View chart
True Wealth Design 18.00 $174.999600 260% Jun 2026
 View chart
Wealth Enhancement Trust Services 2.00 $19.000000 100% Jun 2026
 View chart
Sunbelt Securities 2.00 $19.000000 100% Mar 2026
 View chart
NISA Investment Advisors 1.00 $10.000000 0% Jun 2026
 View chart
SJS Investment Consulting 1.00 $10.000000 100% Jun 2026
 View chart
SBI Securities 1.00 $10.000000 0% Jun 2026
 View chart

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
Root Financial Partners Mar 2026 4.00 $38.000000