Security National Financial Corp: which funds bought and sold

Institutions that bought and sold Security National Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 37 institutions that filed 13F reports for both quarters added to or opened positions in Security National Financial, and 29 cut or closed them. Together they sold a net 69K shares, −0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 48K shares (+7.7%); index fund managers were net buyers of 122K shares (+4.6%). 8 opened a new position and 8 sold out entirely.

Bought, Q2 2026 37 institutions, 8 of them new holders Sold, Q2 2026 29 institutions, 8 of them sold out

Net change, all compared −69K shares (−0.7%)

Net change, active managers +48K shares (+7.7%), 5 bought, 5 sold

Buyers versus sellers

institutions compared, 85

37 bought 19 29 sold

Active managers and hedge funds 5 bought · 5 sold · +48K

Index fund managers 6 bought · 3 sold · +122K

Other institutions 26 bought · 21 sold · −240K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ameriprise Financial Inc	+93K +12.8%	824K	$8M
Blackrock, Inc. Index funds	+77K +8.2%	1.0M	$9.8M
Dimensional Fund Advisors LP	+52K +6.5%	845K	$8.2M
Panagora Asset Management Inc Active manager	+33K New position	33K	$322,609
AQR Capital Management LLC Hedge fund	+32K +143.6%	54K	$520,228
Geode Capital Management, LLC Index funds	+26K +6.8%	410K	$4M
State Street Corp Index funds	+22K +12.8%	195K	$1.9M
Squarepoint Ops LLC Hedge fund	+15K New position	15K	$148,548
Vanguard Portfolio Management LLC Index funds	+13K +13.5%	107K	$1M
Russell Investments Group, Ltd.	+7,608 +266.6%	10K	$101,377
Wells Fargo & Company	+7,262 +116.0%	14K	$131,054
Empowered Funds, LLC	+6,825 +7.5%	98K	$946,558
Citigroup Inc	+6,643 +878.7%	7,399	$71,697
Nuveen, LLC	+3,639 +16.3%	26K	$250,981
Morgan Stanley	+2,374 +8.0%	32K	$310,730
Royal Bank Of Canada	+2,341 New position	2,341	$23,000
Charles Schwab Investment Management Inc Index funds	+2,263 +5.1%	47K	$452,688
Lunt Capital Management, Inc.	+1,869 +10.4%	20K	$192,259
FMR LLC Active manager	+1,129 +26.7%	5,364	$51,977
Bank Of New York Mellon Corp	+823 +2.2%	38K	$368,998

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Panagora Asset Management Inc Active manager	+33K New position	33K	$322,609
AQR Capital Management LLC Hedge fund	+32K +143.6%	54K	$520,228
Squarepoint Ops LLC Hedge fund	+15K New position	15K	$148,548
FMR LLC Active manager	+1,129 +26.7%	5,364	$51,977
Millennium Management LLC Hedge fund	+106 +0.5%	21K	$201,959

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Raymond James Financial Inc	−133K Sold out	0	—
Lhm, Inc.	−116K −16.2%	601K	$5.5M
M3F, Inc.	−90K −4.1%	2.1M	$20.4M
Goldman Sachs Group Inc	−22K −18.8%	93K	$904,726
HSBC Holdings PLC	−21K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−13K Sold out	0	—
Vanguard Fiduciary Trust Co Index funds	−12K −9.5%	113K	$1.1M
Black Maple Capital Management LP	−11K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−9,500 −4.7%	194K	$1.9M
O'Shaughnessy Asset Management, LLC Active manager	−6,451 −25.2%	19K	$185,360
Ritholtz Wealth Management	−6,190 −29.6%	15K	$142,429
Vanguard Capital Management LLC Index funds	−5,961 −0.8%	746K	$7.2M
Deutsche Bank Ag\	−5,761 −32.4%	12K	$116,222
Metlife Investment Management, LLC	−4,541 Sold out	0	—
UBS Group AG	−4,031 −37.1%	6,820	$66,086
Bank Of America Corp	−3,978 −19.4%	17K	$160,030
Invesco Ltd.	−3,283 −19.1%	14K	$134,495
Bridgeway Capital Management, LLC Active manager	−2,375 −0.9%	276K	$2.7M
Citadel Advisors LLC Hedge fund	−2,102 −4.2%	48K	$466,796
Barclays PLC	−1,429 −3.5%	39K	$377,173

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−13K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−9,500 −4.7%	194K	$1.9M
O'Shaughnessy Asset Management, LLC Active manager	−6,451 −25.2%	19K	$185,360
Bridgeway Capital Management, LLC Active manager	−2,375 −0.9%	276K	$2.7M
Citadel Advisors LLC Hedge fund	−2,102 −4.2%	48K	$466,796

New positions

largest by value

Institution	Shares	Value June 30, 2026
Panagora Asset Management IncActive manager	33K	$322,609
Squarepoint Ops LLCHedge fund	15K	$148,548
Royal Bank Of Canada	2,341	$23,000
Arax Advisory Partners	757	$7,335
Integrated Wealth Concepts LLC	350	$3,391
Quarry LP	150	$1,454
Wealth Enhancement Trust Services, Inc.	2	$19
Sjs Investment Consulting Inc.	1	$10

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Raymond James Financial Inc	133K	$1.3M
HSBC Holdings PLC	21K	$197,468
Arrowstreet Capital, Limited PartnershipHedge fund	13K	$119,439
Black Maple Capital Management LP	11K	$107,228
Metlife Investment Management, LLC	4,541	$43,049
Corefirst Bank & Trust	353	$3,346
Mai Capital Management	5	$48
Root Financial Partners, LLC	4	$38

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 77
Ten largest holders: 79.8%
Index fund managers: 29.7%
Active managers and hedge funds: 7.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	5	2	1	+48K	+7.7%
Index fund managers	6	3	0	0	+122K	+4.6%
Other institutions	26	21	6	7	−240K	−3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Security National Financial.

Only managers that filed a holdings report for both quarters are compared (85 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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