$SNFCA

$9.11 -$0.03 (0.33%) Close

$SNFCA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.0M shares outstanding

Who owns SNFCA?

By type of holder

Institutions 36.0% Insiders 0.0% Everyone else 64.0%

Concentration Top 10 holders own 28.8%

M3F, Inc. 8.1% · BlackRock, Inc. 3.9%

Institutional ownership

36.0%

-0.3 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

−71.8K

by institutions in Q2 2026

New / sold out

7 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ameriprise Financial Inc +93.3K
BlackRock, Inc. +77.0K

Biggest sellers in Q2 2026

Raymond James Financial Inc SOLD OUT −133.4K
LHM, Inc. −116.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$95.9K

1 notice from 1 person

Shares covered

10.0K

0.04% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Fuller Gilbert A Director $95.9K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+60.2%

+5.37% a year

Each share's claim on the business

−37.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$23.9M vs $1.71M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years1% 1–3 years22% Under 1 year9%

Quarterly turnover

4.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SNFCA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
M M3F, Inc.	2.1M	8.10%	−90.0K (−4.1%)	≤2021	4.8%
Shares held by quarter Peak holding2.2M (Q3'25) Change over 8 quarters+58.6K Share of the company8.100% M3F, Inc.'s full portfolio →
B BlackRock, Inc.	1.0M	3.89%	+77.0K (+8.2%)	≤2021	0.0%
Shares held by quarter Peak holding1.0M (Q2'26) Change over 8 quarters+853.6K Share of the company3.890% BlackRock, Inc.'s full portfolio →

M3F, Inc.

2.1M

% of company

8.10%

Change vs last qtr

−90.0K (−4.1%)

Held since

≤2021

BlackRock, Inc.

1.0M

% of company

3.89%

Change vs last qtr

+77.0K (+8.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Security National Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SNFCA on Form N-PORT; together they hold 15.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
CS Columbia Small Cap Value Discovery Fund Columbia Funds Series Trust I	$5.69M	607.8K	2.33%	0.23%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.02M	518.0K	1.99%	0.00%	June 30, 2026

Columbia Small Cap Value Discovery Fund

Columbia Funds Series Trust I

Position value

$5.69M

% of company

2.33%

% of the fund

0.23%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.02M

% of company

1.99%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Security National Financial Corp and how much of the fund the position is.

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