DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SNFCA

SECURITY NATL FINL CORP

83 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 814785309·83 13F holders·last filed Mar 31, 2026
Market cap
2.0%
vs prior quarter
13F value held
$63M
75.0% inst. owned
of float
Holders
83
-43 QoQ
filers reporting
Activity
+64 / −37
+998 added · −788 reduced
this quarter
Concentration
14.17%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported SNFCA in Q1 2026. BlackRock, Inc. leads at 14.2% of the visible book. -43 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$9M936K0.00%Q1 2026
02
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$8M794K0.00%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$7M752K0.00%Q1 2026
04
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M731K0.00%Q1 2026
05
LHM, INC.
CIK 0002009224
$7M718K2.68%Q1 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4M384K0.00%Q1 2026
07
Veradace Capital Management LLC
CIK 0001772351
$3M353K2.98%Q1 2026
08
RBF Capital, LLC
CIK 0001134621
$3M304K0.14%Q1 2026
09
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$3M279K0.05%Q1 2026
10
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M203K0.00%Q1 2026
11
STATE STREET CORP
CIK 0000093751
$2M172K0.00%Q1 2026
12
Gem Investment Advisors, LLC
CIK 0001580018
$1M158K1.47%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$1M144K0.00%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M133K0.00%Q1 2026
15
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M125K0.00%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M115K0.00%Q1 2026
17
Vanguard Portfolio Management
CIK 0002100121
$894,46694K0.00%Q1 2026
18
Empowered Funds, LLC
CIK 0001592828
$861,34391K0.01%Q1 2026
19
EP Wealth Advisors, LLC
CIK 0001540569
$605,55464K0.00%Q1 2026
20
Verdad Advisers, LP
CIK 0001812822
$568,80060K0.64%Q1 2026
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