Security key
814785309
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA)
CUSIP: 814785309
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / CL A NEW
- Total 13F shares
- 10,067,070
- Total 13F value
- $121,805,921
- Share change
- +51,909
- SEC-reported price per share
- $12.10
- Number of holders
- 60
- Value change
- +$630,213
- Number of buys
- 22
- Number of sells
- 27
Report period
Q1 2025
Institutions
60
Top holders
10
SNFCA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
Scott M. Quist
Disclosed value leader
Soltis Investment Advisor...
Comparable rows
0/15
Latest evidence
31 Dec 2024
3/4/5
13F
Highest disclosed value: $31,564,687
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 $31.56M.
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
Scott M. Quist
$5M
Soltis Investment Advisors LLC
$31.56M
M3F, Inc.
$24.23M
LHM, INC.
$10.39M
DIMENSIONAL FUND ADVISORS LP
$8.1M
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 |
|---|---|---|---|---|---|
| Scott M. Quist |
3/4/5
Chairman of the Board/Pres/CEO, Director, 10%+ Owner
|
—
mixed-class rows
|
$5,000,197
382,461 shares
mixed-class rows
|
— | 06 Dec 2024 |
| Soltis Investment Advisors LLC |
13F
Company
|
—
class O/S missing
|
$31,564,687
2,623,831 shares
|
— | 31 Dec 2024 |
| M3F, Inc. |
13F
Company
|
—
class O/S missing
|
$24,227,000
2,013,862 shares
|
— | 31 Dec 2024 |
| LHM, INC. |
13F
Company
|
—
class O/S missing
|
$10,389,818
863,659 shares
|
— | 31 Dec 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$8,100,903
673,379 shares
|
— | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$7,638,725
634,973 shares
|
— | 31 Dec 2024 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
60
Shares
10,067,070
Rows available
60
| 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 2025 vs Q1 2026 Across Filers
Q1 2026 holders
79
Q1 2025 holders
60
Holder diff
-19
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend