Security National Financial Corp. 13F holders
77 funds reported a position in Security National Financial Corp. in their 13F for the quarter ended 30 June 2026, together 9.4 million shares worth $90.6 million. Against the quarter before, 7 opened a position, 29 added, 21 trimmed and 8 sold out; together they sold a net 69,750 shares. The largest holders: M3F, Inc., BlackRock, Inc. and Dimensional Fund Advisors LP.
What each fund did in SNFCA against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SNFCA in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 16 reported a position in Security National Financial Corp.: 1 opened one, 7 added, 5 trimmed and 1 sold out, a net 107,181 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| M3F, Inc. | +102,431 | 2,211,079 | added | 13F |
| Physician Wealth Advisors, Inc. | +2,619 | 54,995 | added | 13F |
| Evergreen Capital Management LLC | +1,965 | 41,256 | added | 13F |
| Fortitude Family Office, LLC | +721 | 721 | new | 13F |
| Lunt Capital Management, Inc. | -608 | 19,233 | trimmed | 13F |
| Farther Finance Advisors, LLC | +308 | 6,708 | added | 13F |
| IFP Advisors, Inc | -147 | 31 | trimmed | 13F |
| Gamma Investing LLC | -129 | 141 | trimmed | 13F |
| Sterling Capital Management LLC | +27 | 331 | added | 13F |
| Covestor Ltd | +10 | 59 | added | 13F |
| True Wealth Design, LLC | -9 | 9 | trimmed | 13F |
| Essential Partners LLC | -6 | 76 | trimmed | 13F |
| Nisa Investment Advisors, LLC | +1 | 2 | added | 13F |
| Wealth Enhancement Trust Services, Inc. | -2 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Security National Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 410,426 shares worth $4.0 million, 0.0% of its reported book. In the quarter, 3 funds added or opened a position and 2 trimmed or sold out; together they bought a net 15,758 shares, about $152,695 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 410,426 | $4.0 million | 0.0% | +26,125 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 193,740 | $1.9 million | 0.0% | -9,500 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 48,173 | $466,796 | 0.0% | -2,102 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 20,842 | $201,959 | 0.0% | +106 | added | 30 June 2026 | 13F |
| FMR LLC | 5,364 | $51,977 | 0.0% | +1,129 | added | 30 June 2026 | 13F |
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| M3F, Inc. | 2,108,648 | 22.49% | $20.4 million | 4.84% | -90,000 | 13F |
| BlackRock, Inc. | 1,013,364 | 10.81% | $9.8 million | 0.00% | +76,951 | 13F |
| Dimensional Fund Advisors LP | 845,357 | 9.01% | $8.2 million | 0.00% | +51,804 | 13F |
| Ameriprise Financial Inc. | 823,770 | 8.78% | $8.0 million | 0.00% | +93,268 | 13F |
| Vanguard Capital Management LLC | 746,134 | 7.96% | $7.2 million | 0.00% | -5,961 | 13F |
| LHM, Inc. | 601,188 | 6.41% | $5.5 million | 1.89% | -116,320 | 13F |
| Geode Capital Management, LLC | 410,426 | 4.38% | $4.0 million | 0.00% | +26,125 | 13F |
| Veradace Capital Management LLC | 353,055 | 3.76% | $3.4 million | 2.70% | no change | 13F |
| RBF Capital, LLC | 303,534 | 3.24% | $2.9 million | 0.12% | no change | 13F |
| Bridgeway Capital Management, LLC | 276,371 | 2.95% | $2.7 million | 0.05% | -2,375 | 13F |
| State Street Corp. | 194,578 | 2.07% | $1.9 million | 0.00% | +22,116 | 13F |
| Renaissance Technologies LLC | 193,740 | 2.07% | $1.9 million | 0.00% | -9,500 | 13F |
| Gem Investment Advisors, LLC | 158,171 | 1.69% | $1.5 million | 0.94% | no change | 13F |
| Northern Trust Corp. | 144,319 | 1.54% | $1.4 million | 0.00% | +177 | 13F |
| Vanguard Fiduciary Trust Co. | 112,877 | 1.20% | $1.1 million | 0.00% | -11,811 | 13F |
| Vanguard Portfolio Management LLC | 107,056 | 1.14% | $1.0 million | 0.00% | +12,703 | 13F |
| Empowered Funds, LLC | 97,684 | 1.04% | $946,558 | 0.01% | +6,825 | 13F |
| Goldman Sachs Group Inc. | 93,367 | 1.00% | $904,726 | 0.00% | -21,624 | 13F |
| EP Wealth Advisors, LLC | 63,892 | 0.68% | $619,113 | 0.00% | +15 | 13F |
| Verdad Advisers, LP | 60,000 | 0.64% | $581,400 | 0.56% | no change | 13F |
| AQR Capital Management LLC | 53,687 | 0.57% | $520,228 | 0.00% | +31,647 | 13F |
| Physician Wealth Advisors, Inc. | 52,376 | 0.56% | $507,519 | 0.06% | no change | 13F |
| Citadel Advisors LLC | 48,173 | 0.51% | $466,796 | 0.00% | -2,102 | 13F |
| Charles Schwab Investment Management Inc. | 46,717 | 0.50% | $452,688 | 0.00% | +2,263 | 13F |
| Evergreen Capital Management LLC | 39,291 | 0.42% | $380,730 | 0.01% | no change | 13F |
| Barclays PLC | 38,924 | 0.42% | $377,173 | 0.00% | -1,429 | 13F |
| Bank of New York Mellon Corp | 38,080 | 0.41% | $368,998 | 0.00% | +823 | 13F |
| Panagora Asset Management Inc. | 33,293 | 0.36% | $322,609 | 0.00% | new | 13F |
| Morgan Stanley | 32,067 | 0.34% | $310,730 | 0.00% | +2,374 | 13F |
| Nuveen, LLC | 25,901 | 0.28% | $250,981 | 0.00% | +3,639 | 13F |
| Millennium Management LLC | 20,842 | 0.22% | $201,959 | 0.00% | +106 | 13F |
| Lunt Capital Management, Inc. | 19,841 | 0.21% | $192,259 | 0.07% | +1,869 | 13F |
| O'shaughnessy Asset Management, LLC | 19,129 | 0.20% | $185,360 | 0.00% | -6,451 | 13F |
| Bank of America Corp. | 16,515 | 0.18% | $160,030 | 0.00% | -3,978 | 13F |
| Squarepoint Ops LLC | 15,330 | 0.16% | $148,548 | 0.00% | new | 13F |
| Ritholtz Wealth Management | 14,699 | 0.16% | $142,429 | 0.00% | -6,190 | 13F |
| Invesco Ltd. | 13,880 | 0.15% | $134,495 | 0.00% | -3,283 | 13F |
| Wells Fargo & Company | 13,525 | 0.14% | $131,054 | 0.00% | +7,262 | 13F |
| Price T Rowe Associates Inc. | 12,016 | 0.13% | $117,000 | 0.00% | no change | 13F |
| Deutsche Bank AG | 11,994 | 0.13% | $116,222 | 0.00% | -5,761 | 13F |
| Rhumbline Advisers | 10,940 | 0.12% | $106,046 | 0.00% | -180 | 13F |
| Russell Investments Group, Ltd. | 10,462 | 0.11% | $101,377 | 0.00% | +7,608 | 13F |
| Callan Family Office, LLC | 10,026 | 0.11% | $97,152 | 0.00% | no change | 13F |
| New York State Common Retirement Fund | 8,505 | 0.09% | $82,413 | 0.00% | no change | 13F |
| Citigroup Inc. | 7,399 | 0.08% | $71,697 | 0.00% | +6,643 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 7,371 | 0.08% | $71,425 | 0.00% | -202 | 13F |
| JPMorgan Chase & Co. | 6,793 | 0.07% | $66,503 | 0.00% | +17 | 13F |
| UBS Group AG | 6,820 | 0.07% | $66,086 | 0.00% | -4,031 | 13F |
| Farther Finance Advisors, LLC | 6,400 | 0.07% | $62,016 | 0.00% | +15 | 13F |
| Vanguard Global Advisers, LLC | 6,244 | 0.07% | $60,504 | 0.00% | no change | 13F |
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 4 August 2026 | 323 | $9.70 | SEC |
| 30 July 2026 | 2 | $9.51 | SEC |
| 28 July 2026 | 320 | $9.59 | SEC |
| 27 July 2026 | 2 | $9.48 | SEC |
| 21 July 2026 | 1 | $9.45 | SEC |
| 20 July 2026 | 34 | $9.81 | SEC |
| 16 July 2026 | 1,204 | $9.98 | SEC |