Security National Financial
SNFCA
77 hedge funds and large institutions have $90.6M invested in Security National Financial in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.35% less ownership
Funds ownership: 42.12% → 41.77% (-0.35%)
4% less funds holding
Funds holding: 80 → 77 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
14% less capital inflows, than outflows
Capital inflows: $3.91M | Capital outflows: $4.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$896K |
| 2 |
BlackRock
New York
|
+$739K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$498K |
| 4 |
Panagora Asset Management
Boston,
Massachusetts
|
+$320K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.26M |
| 2 |
LI
LHM Inc
Sandy,
Utah
|
-$1.12M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$865K |
| 4 |
Goldman Sachs
New York
|
-$208K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$197K |
SNFCA Hedge Fund Activity: Q2 2026 in Review
77 of the 8,362 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2026, worth a combined $90.6M — up 1.1% from $89.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SNFCA and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 30 added.
The largest buyer was Ameriprise, adding an estimated $896K. The largest seller was Raymond James Financial, exiting entirely with an estimated $1.26M sold.
- 77 institutional investors held Security National Financial (SNFCA) as of Q2 2026, down from 80 in Q1 2026.
- Funds reported $90.6M of Security National Financial stock for Q2 2026, up 1.1% quarter-over-quarter.
- 7 funds opened new Security National Financial positions in Q2 2026 and 8 closed out, a net change of -1 holder.
- The largest Security National Financial buyer in Q2 2026 was Ameriprise, an estimated $896K added.
- The largest Security National Financial seller in Q2 2026 was Raymond James Financial, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2026.