Institutional Ownership
Security Natl Finl Corp
CUSIP 814785309CL A NEWSNFCAQ1 2026
Institutional Holders
75
13F filers
Shares Held
8.47M
Aggregate institutional
Institutional Value
$59.37M
Q1 2026
Net New Holders
+7
11 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased28
Decreased22
Sold out4
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 936.4K | $8.88M | +17.2K | Added |
| 2 | Dimensional Fund Advisors LP | 793.6K | $7.52M | +25.6K | Added |
| 3 | Ameriprise Financial Inc | 730.5K | $6.93M | +84.2K | Added |
| 4 | Lhm, Inc. | 717.5K | $6.80M | −525 | Reduced |
| 5 | Geode Capital Management, LLC | 384.3K | $3.65M | +10.6K | Added |
| 6 | Veradace Capital Management LLC | 353.1K | $3.35M | 0 | Held |
| 7 | Rbf Capital, LLC | 303.5K | $2.88M | 0 | Held |
| 8 | Bridgeway Capital Management, LLC | 278.7K | $2.64M | −41.9K | Reduced |
| 9 | Renaissance Technologies LLC | 203.2K | $1.93M | −8.4K | Reduced |
| 10 | State Street Corp | 172.5K | $1.63M | +15.7K | Added |
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