SECURITY NATL FINL CORP-CL A (SNFCA) Institutional Ownership Changes & 13F Activity

SECURITY NATL FINL CORP-CL A (SNFCA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Lhm, Inc., M3F, Inc., Aqr Capital Management Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-2,102-4.2%48,173$466.80KQ2 2026Sep 02, 2026
California State Teachers Retirement SystemSell-660-75.0%220$2.13KQ2 2026Aug 24, 2026
Empowered Funds, LlcBuy+6,825+7.5%97,684$946.56KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+12+52.2%35$339.00Q2 2026Aug 17, 2026
Ameriprise Financial IncBuy+823,770823,770$7.98MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+31,647+143.6%53,687$520.23KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-21,624-18.8%93,367$904.73KQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+15,33015,330$148.55KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+13,88013,880$134.50KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+7,262+116.0%13,525$131.05KQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,978-19.4%16,515$160.03KQ2 2026Aug 14, 2026
Bridgeway Capital Management, LlcSell-2,375-0.9%276,371$2.68MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,3412,341$23.00KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+2,263+5.1%46,717$452.69KQ2 2026Aug 14, 2026
Barclays PlcSell-1,429-3.5%38,924$377.17KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Sell-202-2.7%7,371$71.42KQ2 2026Aug 14, 2026
Quarry LpBuy+150150$1.45KQ2 2026Aug 14, 2026
Millennium Management LlcBuy+106+0.5%20,842$201.96KQ2 2026Aug 14, 2026
M3F, Inc.Sell-90,000-4.1%2,108,648$20.43KQ2 2026Aug 13, 2026
Vanguard Portfolio Management LlcBuy+12,703+13.5%107,056$1.04MQ2 2026Aug 13, 2026
Vanguard Fiduciary Trust CoSell-11,811-9.5%112,877$1.09MQ2 2026Aug 13, 2026
Renaissance Technologies LLCSell-9,500-4.7%193,740$1.88MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-6,451-25.2%19,129$185.36KQ2 2026Aug 13, 2026
Vanguard Capital Management LlcSell-5,961-0.8%746,134$7.23MQ2 2026Aug 13, 2026
Ubs Group AgSell-4,031-37.1%6,820$66.09KQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,374+8.0%32,067$310.73KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,129+26.7%5,364$51.98KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsSell-697-18.8%3,015$29.21KQ2 2026Aug 13, 2026
Northern Trust CorpBuy+177+0.1%144,319$1.40MQ2 2026Aug 13, 2026
Lhm, Inc.Sell-116,320-16.2%601,188$5.55MQ2 2026Aug 12, 2026
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Frequently asked questions about SNFCA activity

  • Which institutional owners are buying SNFCA?

    Institutional owners buying SNFCA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SNFCA activity?

    "Buy" means an investor increased their reported position in SNFCA compared to the prior reporting period. This reflects growing exposure to SECURITY NATL FINL CORP-CL A (SNFCA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SNFCA increasing?

    Institutional interest in SNFCA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.