SECURITY NATIONAL FINANCIAL CORP (SNFCA) — Institutional Holders, Q2 2026
78 institutional investment managers reported a SNFCA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $90.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SNFCA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERIPRISE FINANCIALAdded · +93,268 sh+$903.8K
- BlackRockAdded · +76,951 sh+$745.7K
- DIMENSIONAL FUND ADVISORSAdded · +51,804 sh+$502.0K
- PANAGORA ASSET MANAGEMENTNew · +33,293 sh+$322.6K
- AQR CAPITAL MANAGEMENTAdded · +31,647 sh+$306.7K
Biggest sellers
- RAYMOND JAMES FINANCIALSold out · -133,415 sh-$1.3M
- LHMTrimmed · -116,320 sh-$1.1M
- M3FTrimmed · -90,000 sh-$872.1K
- GOLDMAN SACHS GROUPTrimmed · -21,624 sh-$209.5K
- HSBC PLCSold out · -20,874 sh-$202.3K
SNFCA 13F holders ranked 1–78 of 78
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | M3F#1 · 2,108,648 sh | 2,108,648 | $20.4M | — | -4.1% |
| 2 | BlackRock#2 · 1,013,364 sh | 1,013,364 | $9.8M | <0.01% | +8.2% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 845,357 sh | 845,357 | $8.2M | <0.01% | +6.5% |
| 4 | AMERIPRISE FINANCIAL#4 · 823,770 sh | 823,770 | $8.0M | <0.01% | +12.8% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 746,134 sh | 746,134 | $7.2M | <0.01% | -0.8% |
| 6 | LHM#6 · 601,188 sh | 601,188 | $5.5M | 1.89% | -16.2% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 410,426 sh | 410,426 | $4.0M | <0.01% | +6.8% |
| 8 | Veradace Capital Management#8 · 353,055 sh | 353,055 | $3.4M | 2.58% | 0.0% |
| 9 | RBF Capital#9 · 303,534 sh | 303,534 | $2.9M | 0.12% | 0.0% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT#10 · 276,371 sh | 276,371 | $2.7M | 0.05% | -0.9% |
| 11 | STATE STREET#11 · 194,578 sh | 194,578 | $1.9M | <0.01% | +12.8% |
| 12 | RENAISSANCE TECHNOLOGIES#12 · 193,740 sh | 193,740 | $1.9M | <0.01% | -4.7% |
| 13 | Gem Investment Advisors#13 · 158,171 sh | 158,171 | $1.5M | 0.94% | 0.0% |
| 14 | NORTHERN#14 · 144,319 sh | 144,319 | $1.4M | <0.01% | +0.1% |
| 15 | VANGUARD FIDUCIARY#15 · 112,877 sh | 112,877 | $1.1M | <0.01% | -9.5% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT#16 · 107,056 sh | 107,056 | $1.0M | 0.00% | +13.5% |
| 17 | Empowered Funds#17 · 97,684 sh | 97,684 | $946.6K | <0.01% | +7.5% |
| 18 | GOLDMAN SACHS GROUP#18 · 93,367 sh | 93,367 | $904.7K | <0.01% | -18.8% |
| 19 | EP Wealth Advisors#19 · 63,892 sh | 63,892 | $619.1K | <0.01% | 0.0% |
| 20 | Verdad Advisers#20 · 60,000 sh | 60,000 | $581.4K | 0.56% | 0.0% |
| 21 | AQR CAPITAL MANAGEMENT#21 · 53,687 sh | 53,687 | $520.2K | <0.01% | +143.6% |
| 22 | Physician Wealth Advisors#22 · 52,376 sh | 52,376 | $507.5K | — | 0.0% |
| 23 | CITADEL ADVISORS#23 · 48,173 sh | 48,173 | $466.8K | <0.01% | -4.2% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 46,717 sh | 46,717 | $452.7K | <0.01% | +5.1% |
| 25 | EVERGREEN CAPITAL MANAGEMENT#25 · 39,291 sh | 39,291 | $380.7K | — | 0.0% |
| 26 | BARCLAYS PLC#26 · 38,924 sh | 38,924 | $377.2K | <0.01% | -3.5% |
| 27 | Bank of New York Mellon#27 · 38,080 sh | 38,080 | $369.0K | <0.01% | +2.2% |
| 28 | PANAGORA ASSET MANAGEMENT#28 · 33,293 sh | 33,293 | $322.6K | <0.01% | New |
| 29 | MORGAN STANLEY#29 · 32,067 sh | 32,067 | $310.7K | 0.00% | +8.0% |
| 30 | Nuveen#30 · 25,901 sh | 25,901 | $251.0K | <0.01% | +16.3% |
| 31 | MILLENNIUM MANAGEMENT#31 · 20,842 sh | 20,842 | $202.0K | <0.01% | +0.5% |
| 32 | Lunt Capital Management#32 · 19,841 sh | 19,841 | $192.3K | 0.07% | +10.4% |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT#33 · 19,129 sh | 19,129 | $185.4K | <0.01% | -25.2% |
| 34 | BANK OF AMERICA#34 · 16,515 sh | 16,515 | $160.0K | 0.00% | -19.4% |
| 35 | Squarepoint Ops#35 · 15,330 sh | 15,330 | $148.5K | <0.01% | New |
| 36 | RITHOLTZ WEALTH MANAGEMENT#36 · 14,699 sh | 14,699 | $142.4K | <0.01% | -29.6% |
| 37 | Invesco Ltd.#37 · 13,880 sh | 13,880 | $134.5K | 0.00% | -19.1% |
| 38 | WELLS FARGO & COMPANY#38 · 13,525 sh | 13,525 | $131.1K | 0.00% | +116.0% |
| 39 | PRICE T ROWE ASSOCIATES#39 · 12,016 sh | 12,016 | $117.0K | 0.00% | 0.0% |
| 40 | DEUTSCHE BANK AG\#40 · 11,994 sh | 11,994 | $116.2K | 0.00% | -32.4% |
| 41 | RHUMBLINE ADVISERS#41 · 10,940 sh | 10,940 | $106.0K | <0.01% | -1.6% |
| 42 | Russell Investments Group, Ltd.#42 · 10,462 sh | 10,462 | $101.4K | <0.01% | +266.6% |
| 43 | Callan Family Office#43 · 10,026 sh | 10,026 | $97.2K | <0.01% | 0.0% |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND#44 · 8,505 sh | 8,505 | $82.4K | <0.01% | 0.0% |
| 45 | CITIGROUP#45 · 7,399 sh | 7,399 | $71.7K | 0.00% | +878.7% |
| 46 | MIRAE ASSET GLOBAL ETFS Ltd.#46 · 7,371 sh | 7,371 | $71.4K | <0.01% | -2.7% |
| 47 | JPMORGAN CHASE#47 · 6,793 sh | 6,793 | $66.5K | 0.00% | +0.3% |
| 48 | UBS Group AG#48 · 6,820 sh | 6,820 | $66.1K | 0.00% | -37.1% |
| 49 | Farther Finance Advisors#49 · 6,400 sh | 6,400 | $62.0K | — | +0.2% |
| 50 | Vanguard Global Advisers#50 · 6,244 sh | 6,244 | $60.5K | 0.00% | 0.0% |
| 51 | FMR#51 · 5,364 sh | 5,364 | $52.0K | 0.00% | +26.7% |
| 52 | Police & Firemen's Retirement System of New Jersey#52 · 3,147 sh | 3,147 | $30.5K | <0.01% | 0.0% |
| 53 | BNP PARIBAS FINANCIAL MARKETS#53 · 3,015 sh | 3,015 | $29.2K | 0.00% | -18.8% |
| 54 | Tower Research Capital (TRC)#54 · 2,518 sh | 2,518 | $24.4K | <0.01% | -34.0% |
| 55 | ROYAL BANK OF CANADA#55 · 2,341 sh | 2,341 | $23.0K | 0.00% | New |
| 56 | Ameritas Investment Partners#56 · 1,578 sh | 1,578 | $15.3K | <0.01% | 0.0% |
| 57 | Legal & General Group Plc#57 · 1,390 sh | 1,390 | $13.5K | 0.00% | 0.0% |
| 58 | SRS Capital Advisors#58 · 757 sh | 757 | $7.3K | 0.00% | New |
| 59 | JONES FINANCIAL COMPANIES LLLP#59 · 698 sh | 698 | $6.9K | 0.00% | 0.0% |
| 60 | Integrated Wealth Concepts#60 · 350 sh | 350 | $3.4K | 0.00% | New |
| 61 | Sterling Capital Management#61 · 304 sh | 304 | $2.9K | — | -43.5% |
| 62 | GAMMA Investing#62 · 270 sh | 270 | $2.6K | — | 0.0% |
| 63 | PNC FINANCIAL SERVICES GROUP#63 · 240 sh | 240 | $2.3K | 0.00% | 0.0% |
| 64 | IFP Advisors#64 · 178 sh | 178 | $1.7K | — | +23.6% |
| 65 | Quarry#65 · 150 sh | 150 | $1.5K | <0.01% | New |
| 66 | Allworth Financial#66 · 109 sh | 109 | $1.1K | 0.00% | +186.8% |
| 67 | EverSource Wealth Advisors#67 · 107 sh | 107 | $1.0K | 0.00% | -89.7% |
| 68 | Essential Partners#68 · 82 sh | 82 | $795.00 | — | +17.1% |
| 69 | ROTHSCHILD INVESTMENT#69 · 55 sh | 55 | $533.00 | 0.00% | +31.0% |
| 70 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#70 · 40 sh | 40 | $388.00 | 0.00% | 0.0% |
| 71 | Transamerica Financial Advisors#71 · 35 sh | 35 | $339.00 | 0.00% | +52.2% |
| 72 | True Wealth Design#72 · 18 sh | 18 | $175.00 | — | +260.0% |
| 73 | Wealth Enhancement Services#73 · 2 sh | 2 | $19.00 | — | New |
| 74 | SBI Securities , Ltd.#74 · 1 sh | 1 | $10.00 | — | 0.0% |
| 75 | SJS Investment Consulting#75 · 1 sh | 1 | $10.00 | — | New |
| 76 | NISA INVESTMENT ADVISORS#76 · 1 sh | 1 | $10.00 | — | 0.0% |
| 77 | Covestor Ltd#77 · 49 sh | 49 | $0.00 | 0.00% | +36.1% |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#78 · 220 sh | 220 | — | — | -75.0% |
Funds that sold out of SNFCA in Q2 2026 (8)
Held SNFCA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| RAYMOND JAMES FINANCIAL133,415 sh | 133,415 | $1.3M |
| HSBC PLC20,874 sh | 20,874 | $197.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP12,599 sh | 12,599 | $119.4K |
| Black Maple Capital Management11,311 sh | 11,311 | $107.2K |
| MetLife Investment Management4,541 sh | 4,541 | $43.0K |
| CoreFirst Bank353 sh | 353 | $3.3K |
| MAI Capital Management5 sh | 5 | $48.00 |
| Root Financial Partners4 sh | 4 | $38.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.