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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include M3F, Inc., Ameriprise Financial Inc, Veradace Capital Management Llc, Bridgeway Capital Management, Llc, and Rbf Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gem Investment Advisors, Llc | Buy | +158,171 | — | 158,171 | $1.43M | Q4 2025 | May 15, 2026 |
| Hsbc Holdings Plc | Buy | +20,874 | — | 20,874 | $188.28K | Q4 2025 | Mar 06, 2026 |
| Sunbelt Securities, Inc. | Buy | +1 | — | 1 | $9.00 | Q4 2025 | Feb 20, 2026 |
| Veradace Capital Management Llc | Buy | +353,055 | — | 353,055 | $3.18M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +161,800 | — | 161,800 | $1.46M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +63,869 | — | 63,869 | $575.46K | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +646,319 | — | 646,319 | $5.82M | Q4 2025 | Feb 17, 2026 |
| Bridgeway Capital Management, Llc | Buy | +320,659 | — | 320,659 | $2.89M | Q4 2025 | Feb 17, 2026 |
| Rbf Capital, Llc | Buy | +303,534 | — | 303,534 | $2.73M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +138,154 | — | 138,154 | $1.24M | Q4 2025 | Feb 17, 2026 |
| Verdad Advisers, Lp | Buy | +80,800 | — | 80,800 | $728.01K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +34,608 | — | 34,608 | $311.82K | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +33,204 | — | 33,204 | $299.17K | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management Lp | Buy | +24,078 | — | 24,078 | $216.94K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +18,255 | — | 18,255 | $164.48K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +11,764 | — | 11,764 | $105.99K | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +7,403 | — | 7,403 | $66.70K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +2,186 | — | 2,186 | $19.70K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +1,827 | — | 1,827 | $16.46K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,204 | — | 1,204 | $10.85K | Q4 2025 | Feb 17, 2026 |
| California State Teachers Retirement System | Buy | +1,000 | — | 1,000 | $9.01K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +662 | — | 662 | $6.00K | Q4 2025 | Feb 17, 2026 |
| M3F, Inc. | Buy | +2,233,648 | — | 2,233,648 | $20.13K | Q4 2025 | Feb 13, 2026 |
| State Street Corp | Buy | +156,783 | — | 156,783 | $1.41M | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +61,947 | — | 61,947 | $558.14K | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Investment Management Inc | Buy | +46,430 | — | 46,430 | $418.33K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +38,919 | — | 38,919 | $350.66K | Q4 2025 | Feb 13, 2026 |
| Arrowstreet Capital, Limited Partnership | Buy | +26,382 | — | 26,382 | $237.70K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +18,457 | — | 18,457 | $166.29K | Q4 2025 | Feb 13, 2026 |
| Rhumbline Advisers | Buy | +11,270 | — | 11,270 | $101.57K | Q4 2025 | Feb 13, 2026 |
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.
Related SNFCA Institutional Insights
- SNFCA Overview
- SNFCA 13F Institutional Holders
- SNFCA Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SNFCA Insider Trading & SEC Form 4 Activity
- SNFCA Articles
- Top Institutional Investor Stock Rankings