Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CL A NEW
-
Total 13F shares
-
10,823,021
-
Share change
-
+712,525
-
Total reported value
-
$106,602,319
-
Price per share
-
$9.85
-
Number of holders
-
63
-
Value change
-
+$6,501,858
-
Number of buys
-
39
-
Number of sells
-
28
Institutional Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q2 2025
As of 30 Jun 2025,
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,823,021 shares.
The largest 10 holders included
Soltis Investment Advisors LLC, M3F, Inc., VANGUARD GROUP INC, LHM, INC., DIMENSIONAL FUND ADVISORS LP, BlackRock, Inc., AMERIPRISE FINANCIAL INC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, and RBF Capital, LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.