Security key
814785309
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA)
CUSIP: 814785309
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / CL A NEW
- Total 13F shares
- 1,439,906
- Total 13F value
- $13,952,686
- Share change
- +143,049
- SEC-reported price per share
- $9.69
- Number of holders
- 23
- Value change
- +$1,386,220
- Number of buys
- 14
- Number of sells
- 4
Report period
Q2 2026
Institutions
23
Top holders
10
SNFCA full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
S. Andrew Quist
Disclosed value leader
M3F, Inc.
Comparable rows
0/15
Latest evidence
14 May 2026
3/4/5
13F
Highest disclosed value: $20,843,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
M3F, Inc. has the largest disclosed position value at $20.84M.
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 M3F, Inc.'s linked filing trail.
Disclosed position value
Top 5
S. Andrew Quist
$8.22M
Adam George Quist
$7.01M
Jason G. Overbaugh
$5.52M
Scott M. Quist
$5M
M3F, Inc.
$20.84M
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 |
|---|---|---|---|---|---|
| S. Andrew Quist |
3/4/5
Vice President/General Counsel, Director, 10%+ Owner
|
—
mixed-class rows
|
$8,217,329
1,051,969 shares
mixed-class rows
|
— | 16 Dec 2025 |
| Adam George Quist |
3/4/5
Vice President/General Counsel, Director, 10%+ Owner
|
—
mixed-class rows
|
$7,005,094
803,109 shares
mixed-class rows
|
— | 18 Apr 2026 |
| Jason G. Overbaugh |
3/4/5
VP & Nat Mark Dir of Life Ins, Director, 10%+ Owner
|
—
mixed-class rows
|
$5,515,408
241,878 shares
mixed-class rows
|
— | 14 May 2026 |
| 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 |
| M3F, Inc. |
13F
Company
|
—
class O/S missing
|
$20,843,000
2,198,648 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$8,877,195
936,413 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
23
Shares
1,439,906
Rows available
23
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
79
Q2 2026 holders
23
Holder diff
-56
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend