Institutional Ownership
Security Natl Finl Corp
CUSIP 814785309CL A NEWSNFCAQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
13.4%
Max % of class reported
Institutional Holders
75
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Feb 14, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 14, 2024 | M3 Partners LP | 13G/A | 9.0% | 1.80M | SEC |
| 2 | Feb 10, 2023 | M3 Partners LP | 13G/A | 9.9% | 1.86M | SEC |
| 3 | Feb 14, 2022 | M3 Partners LP | 13G/A | 10.0% | 1.75M | SEC |
| 4 | Feb 12, 2021 | M3 Partners LP | 13G/A | 8.6% | 1.43M | SEC |
| 5 | Feb 14, 2020 | Jordan Capital Am, LLC | 13G | 3.9% | 588.2K | SEC |
| 6 | Feb 14, 2020 | M3 Partners LP | 13G/A | 7.0% | 1.07M | SEC |
| 7 | Jan 28, 2020 | George R. Quist & Shirley C. Quist Family Partnership, Ltd. | 13G/A | 13.4% | 1.48M | SEC |
| 8 | Jan 28, 2020 | Quist Scott M | 13G/A | 8.1% | 1.24M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 936.4K | $8.88M |
| 2 | Dimensional Fund Advisors LP | 793.6K | $7.52M |
| 3 | Ameriprise Financial Inc | 730.5K | $6.93M |
| 4 | Lhm, Inc. | 717.5K | $6.80M |
| 5 | Geode Capital Management, LLC | 384.3K | $3.65M |
| 6 | Veradace Capital Management LLC | 353.1K | $3.35M |
| 7 | Rbf Capital, LLC | 303.5K | $2.88M |
| 8 | Bridgeway Capital Management, LLC | 278.7K | $2.64M |
| 9 | Renaissance Technologies LLC | 203.2K | $1.93M |
| 10 | State Street Corp | 172.5K | $1.63M |