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 63 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,078
shares
|
$53,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
637
shares
|
$5,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
373
shares
|
$3,301
0.0% of portfolio
|
Q1 2025
Added 81.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
274
shares
|
$2,424
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
219
shares
|
$1,938
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$1,734
0.0% of portfolio
|
Q1 2025
Reduced 94.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
152
shares
|
$1,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
126
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
86
shares
|
$761
0.0% of portfolio
|
Q1 2025
Added 65.38%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
60
shares
|
$531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|