SNFCA — SECURITY NATL FINL CORP
As of Q2 2026, 22 SEC-registered investment managers reported holding SNFCA (SECURITY NATL FINL CORP) in their latest 13F filings, with a combined reported value of $21.11M across 2.19M shares. That is +4.8% by share count (+99.42K shares) versus the previous quarter, while reported value moved +7.1%. Ownership is concentrated: the five largest holders account for 85.1% of reported value and the top ten for 95.2%.
Compared with the prior quarter, 1 opened new positions, 10 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SNFCA is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.01M | $9.82M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 841.84K | $7.58M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 410.43K | $3.98M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 193.74K | $1.88M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 144.32K | $1.40M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 93.37K | $904.73K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 53.69K | $520.23K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 48.17K | $466.80K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 46.72K | $452.69K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 38.08K | $369.00K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 32.07K | $310.73K | 0.00% | Add |
| Marshall Wace history | Q2 2025 | 28.73K | $283.04K | 0.00% | Add |
| Millennium Management history | Q2 2026 | 20.84K | $201.96K | 0.00% | Add |
| Balyasny Asset Management history | Q1 2025 | 14.38K | $174.03K | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 16.52K | $160.03K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 13.88K | $134.50K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 13.53K | $131.05K | 0.00% | Add |
| Arrowstreet Capital history | Q1 2026 | 12.60K | $119.44K | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 11.99K | $116.22K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 7.40K | $71.70K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.79K sh · $66.50K
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 12.60K sh · $119.44K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 159.81K | 176.70K | 179.21K | 704.93K | 833.81K | 919.25K | 936.41K | 1.01M |
| Geode Capital Management | 139.49K | 139.48K | 139.48K | 146.78K | 122.86K | 122.60K | 122.60K | 235.10K | 246.86K | 253.00K | 276.90K | 131.33K | 132.41K | 130.36K | 131.67K | 308.67K | 358.95K | 373.74K | 384.30K | 410.43K |
| Renaissance Technologies | 318.02K | 283.42K | 255.72K | 246.51K | 212.80K | 203.00K | 203.70K | 196.66K | 208.40K | 205.40K | 202.70K | 291.55K | 320.71K | 285.61K | 245.71K | 257.86K | 253.29K | 211.64K | 203.24K | 193.74K |
| Northern Trust Corp | 30.59K | 31.69K | 30.40K | 31.27K | 33.02K | 32.67K | 30.56K | 111.59K | 117.96K | 119.06K | 119.27K | 112.65K | 43.11K | 45.85K | 45.28K | 123.98K | 142.01K | 138.15K | 144.14K | 144.32K |
| Goldman Sachs Group | 26.64K | 26.68K | 26.51K | 27.06K | 27.91K | 26.96K | 26.95K | 36.65K | 29.56K | 28.79K | 26.76K | 39.91K | 37.36K | 68.78K | 93.80K | 42.24K | 173.34K | 152.80K | 114.99K | 93.37K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.04K | 53.69K |
| Citadel Advisors | — | — | — | — | 15.75K | 11.50K | 33.35K | — | — | 14.64K | 29.55K | 67.28K | 41.16K | 19.10K | — | 27.42K | 16.54K | 34.61K | 50.27K | 48.17K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | 33.91K | 35.60K | 35.60K | 35.60K | — | — | — | — | 44.20K | 46.41K | 46.43K | 44.45K | 46.72K |
| BNY Mellon | — | — | — | — | — | — | — | 38.07K | 40.53K | 40.53K | 35.84K | — | — | — | — | 33.31K | 36.00K | 35.73K | 37.26K | 38.08K |
| Morgan Stanley | 34.55K | 36.03K | 33.22K | 27.60K | 28.40K | 27.21K | 26.12K | 33.87K | 34.61K | 52.04K | 45.10K | 39.69K | 32.29K | 33.97K | 32.09K | 47.56K | 32.40K | 38.92K | 29.69K | 32.07K |
| Millennium Management | — | — | — | — | — | — | — | — | — | 28.12K | 16.85K | 117.05K | 81.77K | 121.91K | 265.49K | 43.48K | 60.31K | 33.20K | 20.74K | 20.84K |
| Bank of America Corp | 18.21K | 17.50K | 17.07K | 12.79K | 10.20K | 6.30K | 6.29K | 26.42K | 26.46K | 22.45K | 16.44K | 12.28K | 13.06K | 17.23K | 6.27K | 11.66K | 11.80K | 18.25K | 20.49K | 16.52K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | 36.01K | 44.02K | — | — | — | — | 12.86K | 15.75K | 16.97K | 17.16K | 13.88K |
| Wells Fargo & Co | 71 | 71 | 72 | 266 | 275 | 1.08K | 1.08K | 4.73K | 3.29K | 4.09K | 4.67K | 208 | 218 | 219 | 219 | 9.67K | 12.08K | 18.46K | 6.26K | 13.53K |
| Deutsche Bank AG | 16 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 25.52K | 13.18K | 17.75K | 11.99K |
| Citigroup Inc | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3.54K | 10 | 1.82K | 2.75K | 8.62K | 18.91K | 23.05K | 9.59K | 5.95K | 1.23K | 370 | 756 | 7.40K |
| JPMorgan Chase & Co | 111 | 6.42K | 5.26K | 5.26K | 4.25K | 2.24K | 1.84K | 10.13K | 8.15K | 15.97K | 26.82K | 359 | 6.37K | 52 | 86 | 13.98K | 15.66K | 16.53K | — | 6.79K |
| UBS Group AG | 2.06K | 1.48K | 2.01K | 956 | 890 | 1.57K | — | 6.94K | 6.93K | 13.96K | 12.66K | 1.38K | 86 | 17.60K | 12.34K | 6.19K | 12.34K | 9.84K | 10.85K | 6.82K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 5 | 40 | 418 | 495 | 454 | 492 | 584 | 444 | 347 | 352 | 1.83K | 4.24K | 5.36K |
| Legal & General Investment Management America | — | — | — | — | — | — | — | 1.04K | 1.09K | 1.09K | 1.09K | — | — | — | — | 1.32K | 1.39K | 1.39K | 1.39K | 1.39K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details