Security key
814785309
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA)
CUSIP: 814785309
Q2 2021 13F Holders as of 30 Jun 2021
- Security type / class
- Equity / CL A NEW
- Total 13F shares
- 6,511,211
- Total 13F value
- $56,968,924
- Share change
- -616,542
- SEC-reported price per share
- $8.75
- Number of holders
- 34
- Value change
- -$5,598,913
- Number of buys
- 14
- Number of sells
- 33
Report period
Q2 2021
Institutions
34
Top holders
10
SNFCA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2021
Previous quarter: Q1 2021
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 Mar 2021
13F
Highest disclosed value: $24,234,000
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 $24.23M.
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.
Disclosed position value
Top 5
Soltis Investment Advisors LLC
$24.23M
M3F, Inc.
$14.54M
BlackRock Finance, Inc.
$5.05M
VANGUARD GROUP INC
$3.94M
BRIDGEWAY CAPITAL MANAGEMENT, LLC
$2.81M
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
|
$24,234,000
2,591,892 shares
|
— | 31 Mar 2021 |
| M3F, Inc. |
13F
Company
|
—
class O/S missing
|
$14,539,000
1,555,000 shares
|
— | 31 Mar 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$5,051,000
540,236 shares
|
— | 31 Mar 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$3,935,000
420,802 shares
|
— | 31 Mar 2021 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$2,809,000
300,420 shares
|
— | 31 Mar 2021 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$2,523,000
269,767 shares
|
— | 31 Mar 2021 |
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 Q2 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
34
Shares
6,511,211
Rows available
34
| 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 Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
44
Q2 2021 holders
34
Holder diff
-10
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q2 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend