Security key
814785309
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA)
CUSIP: 814785309
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / CL A NEW
- Total 13F shares
- 7,135,619
- Total 13F value
- $66,718,912
- Share change
- +509,367
- SEC-reported price per share
- $9.35
- Number of holders
- 44
- Value change
- +$4,782,163
- Number of buys
- 21
- Number of sells
- 15
Report period
Q1 2021
Institutions
44
Top holders
10
SNFCA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
SECURITY NATIONAL FINANCIAL CORP SEC filings
SECURITY NATIONAL FINANCIAL CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 814785309
Recent filing periods:
Ownership snapshot
Top reported holders of SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Soltis Investment Advisor...
Disclosed value leader
Soltis Investment Advisor...
Comparable rows
0/15
Latest evidence
31 Dec 2020
13F
Highest disclosed value: $21,140,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Soltis Investment Advisors LLC has the largest disclosed position value at $21.14M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Soltis Investment Advisors LLC's linked filing trail.
Disclosed position value
Top 5
Soltis Investment Advisors LLC
$21.14M
M3F, Inc.
$11.92M
BlackRock Finance, Inc.
$4.02M
VANGUARD GROUP INC
$3.38M
BRIDGEWAY CAPITAL MANAGEMENT, LLC
$2.64M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC |
13F
Company
|
—
class O/S missing
|
$21,140,000
2,531,696 shares
|
— | 31 Dec 2020 |
| M3F, Inc. |
13F
Company
|
—
class O/S missing
|
$11,916,000
1,427,060 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$4,022,000
481,859 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$3,383,000
405,141 shares
|
— | 31 Dec 2020 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$2,645,000
316,720 shares
|
— | 31 Dec 2020 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
class O/S missing
|
$2,205,000
264,123 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
44
Shares
7,135,619
Rows available
44
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
43
Q1 2021 holders
44
Holder diff
1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend