SECURITY NATIONAL FINANCIAL CORPORATION

$SNFCA
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Institutional coverage

71 13F filers hold $SNFCA.

13F holders
71
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$SNFCA is held by 3 top-200 alpha managers as of Q1 2026. The table below lists each position.

01
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
02
Citigroup Inc.
0.00% held
α +26.3pts
03
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 71 · Source: 13F-HR
01
St. James Investment Company, LLC
5.17% of portfolio
2,198,648 sh
02
Raymond James Financial Inc.
—
730,502 sh
03
Lhm, Inc.
2.41% of portfolio
718,033 sh
04
Exchange Bank
2.68% of portfolio
717,508 sh
05
RBF Capital, LLC
0.14% of portfolio
303,534 sh
06
Davidson Trust Co.
0.15% of portfolio
303,534 sh
07
Bonness Enterprises Inc.
0.05% of portfolio
278,746 sh
08
Loomis Sayles & Co. L P
—
260,066 sh
09
Eads & Heald Wealth Management
—
203,240 sh
10
Axa S.a.
—
172,462 sh
See all 71 13F holders · Pro →

Insider activity · last 90 days

1 transactions · 1 filers
02 Jan 2025
Fuller Gilbert A —
▼ SOLD
460
$12.22
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SNFCA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 11:51 UTC.