Security National Financial Corp

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Security National Financial Corp
TickerSNFCA
CIK #0000318673
CUSIP814785309
SectorFinance - Finance Services
AddressPO Box 57220, Salt Lake City, UT 84157
Source [EDGAR]
CIK Filing 2011 - 2025
[0000318673] 10-K
[0000318673] 10-Q
[0000318673] 3
[0000318673] 4
[0000318673] 5
[0000318673] 8-K
[0000318673] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Jordan Capital AM LLC Security National Financial Corp [2020-02-14] 3.93
M3 Partners LP Security National Financial Corp [2019-05-17] 6.06
Jordan Capital AM LLC Security National Financial Corp [2019-02-08] 6.39
Jordan Capital AM LLC Security National Financial Corp [2018-01-03] 9.71
George R Quist & Shirley C Quist Family Partnership Ltd Security National Financial Corp [2017-01-23] 8211.0
Quist Scott M Security National Financial Corp [2017-01-23] 8211.0
Jordan Capital AM LLC Security National Financial Corp [2017-01-05] 9.8
George R Quist & Shirley C Quist Family Partnership Ltd Security National Financial Corp [2016-08-16] 8211.0
Quist Scott M Security National Financial Corp [2016-08-16] 8211.0
Jordan Capital AM LLC Security National Financial Corp [2016-02-11] 9.72
Jordan Capital AM LLC Security National Financial Corp [2015-03-04] 9.13
Jordan Capital AM LLC Security National Financial Corp [2015-02-24] 9.1
Jordan Capital AM LLC Security National Financial Corp [2015-02-13] 8.7
Jordan Capital AM LLC Security National Financial Corp [2014-04-22] 4.4
George R Quist & Shirley C Quist Family Partnership Ltd Security National Financial Corp [2014-04-09] 8211.0
Quist Scott M Security National Financial Corp [2014-04-07] 8211.0
Form 3/4/5 Filer 2011 - 2025
Security National Financial Corp
Moody H Craig
Cook John L
Fuller Gilbert A
Stephens Jeffrey Russell
Quist S. Andrew
Love Ludmya B
Sill Garrett S.
Overbaugh Jason G.
Quist Scott M
Quist Adam George
Hunter Robert Gail
Mehta Shital Ashok
Johnson Stephen Charles
Wilbur Norman G
Christie Q. Overbaugh
Beckstead J Lynn Jr
Jordan Capital AM, LLC
SILL Stephen M
Crittenden Charles L
Quist George R.
Form 13F Holdings
Firm Period DFND Voting Shares
Soltis Investment Advisors LLC [2025-06-30] SOLE 0 2,551,096
LHM Inc [2025-06-30] SOLE 738,117 738,117
Vanguard Group Inc [2025-06-30] SOLE 0 734,911
BlackRock, Inc. [2025-06-30] SOLE 655,928 704,926
Dimensional Fund Advisors LP [2025-06-30] SOLE 684,265 684,265
Ameriprise Financial Inc [2025-06-30] DFND 0 467,818
Bridgeway Capital Management LLC [2025-06-30] SOLE 336,704 336,704
Geode Capital Management LLC [2025-06-30] DFND 308,665 308,665
RBF Capital, LLC [2025-06-30] SOLE 294,928 294,928
Renaissance Technologies LLC [2025-06-30] SOLE 257,860 257,860
Raymond James Financial Inc [2025-06-30] DFND 0 151,688
State Street Corp [2025-06-30] DFND 127,996 142,196
Northern Trust Corp [2025-06-30] DFND 121,708 121,708
O'shaughnessy Asset Management LLC [2025-06-30] SOLE 82,168 82,168
Janney Montgomery Scott LLC [2025-06-30] SOLE 70,492 70,492
Empowered Funds LLC [2025-06-30] OTR 61,856 61,856
Barclays PLC [2025-06-30] SOLE 61,312 61,312
EP Wealth Advisors LLC [2025-06-30] SOLE 60,825 60,825
Acadian Asset Management LLC [2025-06-30] DFND 58,081 58,081
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 58,026 58,026
Physician Wealth Advisors Inc [2025-06-30] SOLE 0 53,483
Morgan Stanley [2025-06-30] DFND 38,060 47,564
Dimensional Fund Advisors LP [2025-06-30] DFND 0 47,564
Charles Schwab Investment Management Inc [2025-06-30] SOLE 44,205 44,205
Ritholtz Wealth Management [2025-06-30] SOLE 478 43,527
Millennium Management LLC [2025-06-30] SOLE 43,476 43,476
Goldman Sachs Group Inc [2025-06-30] DFND 42,236 42,236
Scott Marsh Financial LLC [2025-06-30] SOLE 0 41,291
Evergreen Capital Management LLC [2025-06-30] SOLE 37,420 37,420
Bank of New York Mellon Corp [2025-06-30] DFND 28,929 33,314
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