DOSSIER · 13F Holders · Q1 2026
SNFCA

SECURITY NATL FINL CORP

82 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 814785309·82 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$85M
visible holders
Holders
82
filers reporting
Concentration
24.66%
M3F, Inc. #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported SNFCA in Q1 2026. M3F, Inc. leads at 24.7% 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
$10M1.0M0.00%Q2 2026
03
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$8M845K0.00%Q2 2026
04
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M824K0.00%Q2 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$7M746K0.00%Q2 2026
06
LHM, INC.
CIK 0002009224
$6M601K1.89%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4M410K0.00%Q2 2026
08
Veradace Capital Management LLC
CIK 0001772351
$3M353K2.58%Q2 2026
09
RBF Capital, LLC
CIK 0001134621
$3M304K0.12%Q2 2026
10
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$3M276K0.05%Q2 2026
11
STATE STREET CORP
CIK 0000093751
$2M195K0.00%Q2 2026
12
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M194K0.00%Q2 2026
13
Gem Investment Advisors, LLC
CIK 0001580018
$2M158K0.94%Q2 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M144K0.00%Q2 2026
15
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M113K0.00%Q2 2026
16
Vanguard Portfolio Management
CIK 0002100121· Index
$1M107K0.00%Q2 2026
17
Empowered Funds, LLC
CIK 0001592828
$947K98K0.01%Q2 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$905K93K0.00%Q2 2026
19
EP Wealth Advisors, LLC
CIK 0001540569
$619K64K0.00%Q2 2026
20
Verdad Advisers, LP
CIK 0001812822
$581K60K0.56%Q2 2026
Page 1 of 5
62 more holders available. Log in →
Insiders at SECURITY NATL FINL CORP
Neufeld Alissa →Cook John L →Moody H. Craig →Fuller Gilbert A →Overbaugh Jason G. →Quist Adam George →Stephens Jeffrey Russell →Quist S. Andrew →