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SNFCA
Security National Financial Corporation
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
16
Partial Q3 2026
Total 13F value
$20.3M
Filed positions so far
New positions
2
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
M3F, Inc. | $19.2M | 2.21M | 4.92% | +4.9% |
Physician Wealth Advisors, Inc. | $478K | 55.0K | 0.06% | +5.0% |
Evergreen Capital Management Llc | $359K | 41.3K | 0.01% | +5.0% |
Lunt Capital Management, Inc. | $167K | 19.2K | 0.06% | -3.1% |
Farther Finance Advisors, Llc | $58K | 6.7K | 0.00% | +4.8% |
Fortitude Family Office, Llc | $6K | 721 | 0.00% | New Position |
Sterling Capital Management Llc | $3K | 331 | 0.00% | +8.9% |
Gamma Investing Llc | $1K | 141 | 0.00% | -47.8% |
Covestor Ltd | $1K | 59 | 0.00% | +20.4% |
Essential Partners Llc | $661 | 76 | 0.00% | -7.3% |
Ifp Advisors, Inc | $270 | 31 | 0.00% | -82.6% |
True Wealth Design, Llc | $79 | 9 | 0.00% | -50.0% |
Root Financial Partners, Llc | $78 | 9 | 0.00% | New Position |
Nisa Investment Advisors, Llc | $17 | 2 | 0.00% | +100.0% |
Sbi Securities Co., Ltd. | $9 | 1 | 0.00% | Unchanged |
Sjs Investment Consulting Inc. | $9 | 1 | 0.00% | Unchanged |