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Security National Financial

80 hedge funds and large institutions have $89.6M invested in Security National Financial in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

11% more funds holding

Funds holding: 7280 (+8)

7% more capital invested

Capital invested by funds: $83.7M → $89.6M (+$5.84M)

0.66% more ownership

Funds ownership: 43.57%44.23% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
28
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$20.8M -$315K -36,750 -2%
BlackRock
2
BlackRock
New York
$8.88M +$154K +18,016 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.52M +$230K +26,888 +3%
VCM
4
Vanguard Capital Management
Pennsylvania
$7.13M +$6.77M +789,700 New
Ameriprise
5
Ameriprise
Minnesota
$6.93M +$757K +88,392 +13%
LI
6
LHM Inc
Utah
$6.8M -$4.73K -552 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.65M +$95K +11,087 +3%
VCM
8
Veradace Capital Management
Texas
$3.35M
RC
9
RBF Capital
California
$2.88M
BCM
10
Bridgeway Capital Management
Texas
$2.64M -$377K -44,009 -13%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.93M -$75.6K -8,820 -4%
State Street
12
State Street
Massachusetts
$1.63M +$141K +16,463 +10%
GIA
13
Gem Investment Advisors
New Jersey
$1.5M
Northern Trust
14
Northern Trust
Illinois
$1.37M +$53.9K +6,287 +4%
Raymond James Financial
15
Raymond James Financial
Florida
$1.26M -$255K -29,804 -18%
VFT
16
Vanguard Fiduciary Trust
Pennsylvania
$1.18M +$1.12M +130,922 New
Goldman Sachs
17
Goldman Sachs
New York
$1.09M -$340K -39,703 -25%
VPM
18
Vanguard Portfolio Management
Pennsylvania
$894K +$849K +99,071 New
EF
19
Empowered Funds
Pennsylvania
$861K +$817K +95,402 New
EWA
20
EP Wealth Advisors
California
$606K +$77 +9 +0%
VA
21
Verdad Advisers
Massachusetts
$569K -$187K -21,840 -26%
PWA
22
Physician Wealth Advisors
Utah
$497K
Citadel Advisors
23
Citadel Advisors
Florida
$477K +$141K +16,451 +45%
Charles Schwab
24
Charles Schwab
California
$421K -$17.8K -2,075 -4%
Barclays
25
Barclays
United Kingdom
$383K -$194K -22,673 -35%

SNFCA Hedge Fund Activity: Q1 2026 in Review

80 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2026, worth a combined $89.6M — up 7% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNFCA positions and 4 closed out — a net gain of 11 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $817K. The largest seller was Bridgeway Capital Management, cutting an estimated $377K.

  • 80 institutional investors held Security National Financial (SNFCA) as of Q1 2026, up from 72 in Q4 2025.
  • Funds reported $89.6M of Security National Financial stock for Q1 2026, up 7% quarter-over-quarter.
  • 15 funds opened new Security National Financial positions in Q1 2026 and 4 closed out, a net change of +11 holders.
  • The largest Security National Financial buyer in Q1 2026 was Empowered Funds, an estimated $817K added.
  • The largest Security National Financial seller in Q1 2026 was Bridgeway Capital Management, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2026.