Institutional Ownership Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
3,147
shares
|
$25,931
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,590
shares
|
$13,101
0.0% of portfolio
|
Q3 2025
Added 2550.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,578
shares
|
$13,002
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,527
shares
|
$12,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,390
shares
|
$11,453
0.0% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,229
shares
|
$10,126
0.0% of portfolio
|
Q3 2025
Reduced 79.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,067
shares
|
$8,792
0.0% of portfolio
|
Q3 2025
Added 168.09%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
965
shares
|
$7,951
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
669
shares
|
$5,512
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
528
shares
|
$4,350
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
521
shares
|
$4,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
183
shares
|
$1,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
166
shares
|
$1,367
0.0% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
156
shares
|
$1,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
132
shares
|
$1,087
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
87
shares
|
$716
0.0% of portfolio
|
Q3 2025
Reduced 65.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
35
shares
|
$288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|