DOSSIER · 13F Holders · Q1 2026
SNFCA

SECURITY NATL FINL CORP

85 institutions still hold SECURITY NATL FINL CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 814785309·85 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$83M
visible holders
Holders
85
filers reporting
Concentration
25.13%
M3F, Inc. #1
top holder share
AI Holders Summary · Q1 2026

85 institutions reported SNFCA in Q1 2026. M3F, Inc. leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
M3F, Inc.
CIK 0001511291
$21M2.2M5.17%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$9M936K0.00%Q1 2026
03
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$8M794K0.00%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$7M752K0.00%Q1 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M731K0.00%Q1 2026
06
LHM, INC.
CIK 0002009224
$7M718K2.68%Q1 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4M384K0.00%Q1 2026
08
Veradace Capital Management LLC
CIK 0001772351
$3M353K2.98%Q1 2026
09
RBF Capital, LLC
CIK 0001134621
$3M304K0.14%Q1 2026
10
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$3M279K0.05%Q1 2026
11
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M203K0.00%Q1 2026
12
STATE STREET CORP
CIK 0000093751
$2M172K0.00%Q1 2026
13
Gem Investment Advisors, LLC
CIK 0001580018
$1M158K1.47%Q1 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M144K0.00%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M133K0.00%Q1 2026
16
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M125K0.00%Q1 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M115K0.00%Q1 2026
18
Vanguard Portfolio Management
CIK 0002100121· Index
$894K94K0.00%Q1 2026
19
Empowered Funds, LLC
CIK 0001592828
$861K91K0.01%Q1 2026
20
EP Wealth Advisors, LLC
CIK 0001540569
$606K64K0.00%Q1 2026
Page 1 of 5
65 more holders available. Log in →
Insiders at SECURITY NATL FINL CORP
Cook John LMoody H. CraigFuller Gilbert AOverbaugh Jason G.Quist Adam GeorgeStephens Jeffrey RussellQuist S. AndrewMehta Shital Ashok