What does CUSIP 814785309 represent in this 13F holders report?

CUSIP 814785309 is the security identifier for SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW used to aggregate holder disclosures.

How many institutions held SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW in Q2 2022?

25 institutional investors reported SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW for Q2 2022. Use the holders table for investor-level position and value details.

SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA)

CUSIP: 814785309

Q2 2022 13F Holders as of 30 Jun 2022

Security type / class: Equity / CL A NEW
Total 13F shares: 7,053,380
Share change: +222,348
Total reported value: $59,651,294
Reported price per share: $8.46
Number of holders: 25
Value change: +$1,871,634
Number of buys: 16
Number of sells: 8

Security key

814785309

Report period

Q2 2022

Institutions

Top holders

SNFCA full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2022 Previous quarter: Q1 2022 SECURITY NATIONAL FINANCIAL CORP SEC filings SECURITY NATIONAL FINANCIAL CORP company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 814785309

Newer quarter: Q3 2022 Previous quarter: Q1 2022

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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.

Lead holder

Soltis Investment Advisor...

13D/G signal

—

Evidence rows

Latest as of

31 Mar 2022

13F Highest disclosed value: $29,273,000 Showing 1-6 of 15 holder rows.

Rank 1 holder

Soltis Investment Advisors LLC

13F

Ownership: —
Position: $29.27M

13F

Rank 2 holder

M3F, Inc.

13F

Ownership: —
Position: $17.55M

13F

Rank 3 holder

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Soltis Investment Advisors LLC	13F Company 13F	— class O/S missing	$29,273,000 2,927,279 shares	—	31 Mar 2022
M3F, Inc.	13F Company 13F	— class O/S missing	$17,547,000 1,754,690 shares	—	31 Mar 2022
VANGUARD GROUP INC	13F Company 13F	— class O/S missing	$4,927,000 492,767 shares	—	31 Mar 2022
DIMENSIONAL FUND ADVISORS LP	13F Company 13F	— class O/S missing	$3,195,000 319,425 shares	—	31 Mar 2022
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F Company 13F	— class O/S missing	$3,048,000 304,758 shares	—	31 Mar 2022
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	— class O/S missing	$2,557,000 255,720 shares	—	31 Mar 2022

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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

7,053,380

Rows available

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

^* 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 failed the local validity check.

Compare Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders

Q2 2022 holders

Holder diff

Investor	Q1 2022 Shares	Q2 2022 Shares	Share Diff	Share Chg %	Q1 2022 value	Q2 2022 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend