SNFCANasdaqFinance ServicesFiscal year ends December 31
SECURITY NATIONAL FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$9.19−0.01 (-0.11%)
Close on Oct 16, 2026
- Market cap
- $247.14M
- P/E (TTM)
- 6.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34.3%
9M of 27M shares
Institutional holders
78
8 new, 8 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $94.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| M3 Funds, LLC | 1,800,311 | 9.00% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SNFCA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| M3F, Inc. | 2,108,648 | 7.70% | $20.43K | −90,000 | 4.84% |
| BlackRock, Inc. | 1,013,364 | 3.70% | $9.82M | +76,951 | 0.00% |
| Dimensional Fund Advisors LP | 845,357 | 3.09% | $8.19M | +51,804 | 0.00% |
| Ameriprise Financial Inc | 823,770 | 3.01% | $7.98M | +93,268 | 0.00% |
| Vanguard Capital Management LLC | 746,134 | 2.73% | $7.23M | −5,961 | 0.00% |
| Lhm, Inc. | 601,188 | 2.20% | $5.55M | −116,320 | 1.89% |
| Geode Capital Management, LLC | 410,426 | 1.50% | $3.98M | +26,125 | 0.00% |
| Veradace Capital Management LLC | 353,055 | 1.29% | $3.42M | – | 2.58% |
| RBF Capital, LLC | 303,534 | 1.11% | $2.94M | – | 0.12% |
| Bridgeway Capital Management, LLC | 276,371 | 1.01% | $2.68M | −2,375 | 0.05% |
| State Street Corp | 194,578 | 0.71% | $1.89M | +22,116 | 0.00% |
| Renaissance Technologies LLC | 193,740 | 0.71% | $1.88M | −9,500 | 0.00% |
| Gem Investment Advisors, LLC | 158,171 | 0.58% | $1.53M | – | 0.94% |
| Northern Trust Corp | 144,319 | 0.53% | $1.40M | +177 | 0.00% |
| Vanguard Fiduciary Trust Co | 112,877 | 0.41% | $1.09M | −11,811 | 0.00% |
| Vanguard Portfolio Management LLC | 107,056 | 0.39% | $1.04M | +12,703 | 0.00% |
| Empowered Funds, LLC | 97,684 | 0.36% | $946.56K | +6,825 | 0.00% |
| Goldman Sachs Group Inc | 93,367 | 0.34% | $904.73K | −21,624 | 0.00% |
| EP Wealth Advisors, LLC | 63,892 | 0.23% | $619.11K | +15 | 0.00% |
| Verdad Advisers, LP | 60,000 | 0.22% | $581.40K | – | 0.56% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 78 | 9M | 34.3% | 8 / 30 | 21 / 8 | 0M | 0M |
| Q1 2026 | 80 | 9M | 34.5% | 15 / 28 | 24 / 5 | 1M | 1M |
| Q4 2025 | 72 | 10M | 35.1% | 13 / 25 | 23 / 10 | 1M | 3M |
| Q3 2025 | 69 | 11M | 41.5% | 13 / 38 | 17 / 5 | 1M | 0M |
| Q2 2025 | 63 | 11M | 39.6% | 18 / 23 | 13 / 15 | 2M | 1M |
| Q1 2025 | 60 | 10M | 36.8% | 6 / 16 | 24 / 5 | 0M | 0M |
| Q4 2024 | 59 | 10M | 36.6% | 11 / 25 | 15 / 2 | 1M | 1M |
| Q3 2024 | 51 | 10M | 36.5% | 8 / 32 | 9 / 13 | 1M | 0M |
| Q2 2024 | 57 | 10M | 35.0% | 18 / 10 | 25 / 15 | 1M | 2M |
| Q1 2024 | 55 | 10M | 36.4% | 5 / 22 | 17 / 5 | 1M | 0M |
| Q4 2023 | 55 | 10M | 34.9% | 14 / 21 | 12 / 2 | 4M | 0M |
| Q3 2023 | 43 | 5M | 19.8% | 7 / 28 | 8 / 1 | 1M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SNFCA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund | 607,757 | 2.22% | $5.69M | 0.23% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 518,045 | 1.89% | $5.02M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 391,155 | 1.43% | $3.79M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 212,933 | 0.78% | $2.00M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 212,772 | 0.78% | $2.06M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 180,247 | 0.66% | $1.69M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 177,683 | 0.65% | $1.72M | 0.01% | Jun 30, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 106,210 | 0.39% | $1.03M | 0.23% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 97,684 | 0.36% | $946.56K | 0.04% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 93,500 | 0.34% | $876.09K | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 87,259 | 0.32% | $846.41K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 82,983 | 0.30% | $804.94K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 82,305 | 0.30% | $771.20K | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 80,231 | 0.29% | $751.76K | 0.00% | Jul 31, 2026 |
| Omni Small-Cap Value Fund | 79,071 | 0.29% | $766.20K | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason G. Overbaugh | VP & Nat Mark Dir of Life Ins, Director, 10% owner | 192,174 | 0.70% | Jun 1, 2026 |
| Adam George Quist | Vice President/General Counsel, Director, 10% owner | 19,942 | 0.07% | Apr 23, 2026 |
| S. Andrew Quist | Vice President/General Counsel, Director, 10% owner | 316,078 | 1.15% | Jan 15, 2026 |
| Scott M. Quist | Chairman of the Board/Pres/CEO, Director, 10% owner | 293,500 | 1.07% | Feb 4, 2025 |
| Alissa Neufeld | Chief Legal Officer & Corp Sec | – | – | Sep 14, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel & Corp. Sec | 37,123 | 0.14% | Jul 2, 2026 |
| Garrett S. Sill | Chief Financial Officer | 153,641 | 0.56% | Dec 31, 2025 |
| John L. Cook | Director | 25,136 | 0.09% | Jul 7, 2026 |
| H. Craig Moody | Director | 51,369 | 0.19% | Jul 6, 2026 |
| Gilbert A. Fuller | Director | 32,589 | 0.12% | Jul 2, 2026 |
| Robert Gail Hunter | Director | 61,631 | 0.23% | Dec 19, 2025 |
| Shital Ashok Mehta | Director | 0 | – | Dec 9, 2025 |
| Ludmya B. Love | Director | 10,565 | 0.04% | Mar 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John L. Cook Director | Jul 1, 2026 | Option exercise | +616 | $8.53 | $5.25K | 25,136 |
| H. Craig Moody Director | Jul 1, 2026 | Option exercise | +616 | $8.53 | $5.25K | 50,093 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Jul 1, 2026 | Option exercise | +888 | $8.53 | $7.57K | 37,123 |
| Gilbert A. Fuller Director | Jul 1, 2026 | Option exercise | +616 | $8.53 | $5.25K | 32,589 |
| Gilbert A. Fuller Director | Jul 1, 2026 | Returned to company | −616 | $9.79 | $6.03K | 31,973 |
| Jason G. Overbaugh VP & Nat Mark Dir of Life Ins, Director, 10% owner | May 14, 2026 | Returned to company | −7,000 | $9.54 | $66.78K | 103,385 |
| Jason G. Overbaugh VP & Nat Mark Dir of Life Ins, Director, 10% owner | May 14, 2026 | Option exercise | +21,596 | $9.54 | $206.03K | 110,385 |
| H. Craig Moody Director | Apr 20, 2026 | Option exercise | +862 | $4.52 | $3.90K | 49,477 |
| H. Craig Moody Director | Apr 20, 2026 | Option exercise | +4,471 | $4.32 | $19.31K | 48,615 |
| Adam George Quist Vice President/General Counsel, Director, 10% owner | Apr 18, 2026 | Option exercise | +8,934 | $9.86 | $88.09K | 19,942 |
| Gilbert A. Fuller Director | Apr 7, 2026 | Sale | −10,000 | $9.45 | $94.50K | 31,973 |
| John L. Cook Director | Apr 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 24,520 |
| H. Craig Moody Director | Apr 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 44,144 |
| Gilbert A. Fuller Director | Apr 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 42,588 |
| Gilbert A. Fuller Director | Apr 1, 2026 | Returned to company | −615 | $9.46 | $5.82K | 41,973 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Apr 1, 2026 | Option exercise | +887 | $8.53 | $7.57K | 36,235 |
| John L. Cook Director | Jan 7, 2026 | Option exercise | +4,678 | $8.54 | $39.95K | 23,905 |
| John L. Cook Director | Jan 2, 2026 | Option exercise | +627 | $13.08 | $8.20K | 19,227 |
| H. Craig Moody Director | Jan 2, 2026 | Option exercise | +627 | $8.68 | $5.44K | 43,529 |
| Gilbert A. Fuller Director | Jan 2, 2026 | Returned to company | −627 | $8.68 | $5.44K | 41,973 |
| Gilbert A. Fuller Director | Jan 2, 2026 | Option exercise | +627 | $13.08 | $8.20K | 42,600 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Jan 2, 2026 | Option exercise | +603 | $13.03 | $7.86K | 35,348 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Dec 30, 2025 | Gift | −5,000 | $9.21 | $46.05K | 159,985 |
| Jason G. Overbaugh VP & Nat Mark Dir of Life Ins, Director, 10% owner | Dec 30, 2025 | Gift | −4,500 | $9.21 | $41.45K | 88,789 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Dec 16, 2025 | Gift | −5,005 | $9.39 | $47.00K | 164,985 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Dec 12, 2025 | Gift | −10,000 | $9.01 | $90.10K | 34,745 |
| H. Craig Moody Director | Dec 9, 2025 | Gift | −800 | $8.53 | $6.82K | 42,902 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Dec 3, 2025 | Returned to company | −14,892 | $8.79 | $130.90K | 169,990 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Dec 3, 2025 | Option exercise | +33,393 | $3.92 | $130.90K | 184,882 |
| Robert Gail Hunter Director | Nov 28, 2025 | Returned to company | −4,547 | $8.64 | $39.29K | 61,631 |
| Robert Gail Hunter Director | Nov 28, 2025 | Option exercise | +10,021 | $3.92 | $39.28K | 66,178 |
| H. Craig Moody Director | Oct 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 43,702 |
| John L. Cook Director | Oct 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 18,600 |
| Gilbert A. Fuller Director | Oct 1, 2025 | Returned to company | −627 | $8.67 | $5.44K | 41,973 |
| Gilbert A. Fuller Director | Oct 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 42,600 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec. | Oct 1, 2025 | Option exercise | +603 | $13.08 | $7.89K | 44,745 |
| H. Craig Moody Director | Jul 1, 2025 | Option exercise | +628 | $13.08 | $8.21K | 41,024 |
| John L. Cook Director | Jul 1, 2025 | Option exercise | +628 | $13.08 | $8.21K | 17,117 |
| Gilbert A. Fuller Director | Jul 1, 2025 | Returned to company | −628 | $9.85 | $6.19K | 39,974 |
| Gilbert A. Fuller Director | Jul 1, 2025 | Option exercise | +628 | $13.08 | $8.21K | 40,602 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Jul 1, 2025 | Option exercise | +604 | $13.08 | $7.90K | 42,040 |
| H. Craig Moody Director | Apr 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 40,396 |
| John L. Cook Director | Apr 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 16,489 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Apr 1, 2025 | Option exercise | +603 | $13.08 | $7.89K | 41,436 |
| Gilbert A. Fuller Director | Apr 1, 2025 | Returned to company | −627 | $11.20 | $7.02K | 39,974 |
| Gilbert A. Fuller Director | Apr 1, 2025 | Option exercise | +627 | $13.08 | $8.20K | 40,601 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Mar 27, 2025 | Returned to company | −11,817 | $12.61 | $149.01K | 144,276 |
| S. Andrew Quist Vice President/General Counsel, Director, 10% owner | Mar 27, 2025 | Option exercise | +49,836 | $2.99 | $149.01K | 156,093 |
| Ludmya B. Love Director | Mar 22, 2025 | Option exercise | +10,565 | $12.82 | $135.44K | 10,565 |
| Garrett S. Sill Chief Financial Officer | Feb 19, 2025 | Returned to company | −2,300 | $13.30 | $30.59K | 72,517 |
| Jason G. Overbaugh VP & Nat Mark Dir of Life Ins, Director, 10% owner | Feb 19, 2025 | Returned to company | −11,375 | $13.30 | $151.29K | 150,365 |
| Jason G. Overbaugh VP & Nat Mark Dir of Life Ins, Director, 10% owner | Feb 19, 2025 | Option exercise | +45,501 | $13.30 | $605.16K | 161,740 |
| Jeffrey Russell Stephens Gen. Counsel & Corp. Sec | Feb 5, 2025 | Option exercise | +12,681 | $12.71 | $161.18K | 40,833 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +4,613 | $4.55 | $20.99K | 20,356 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +895 | $4.76 | $4.26K | 15,743 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +2,536 | $7.39 | $18.74K | 39,974 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +5,556 | $2.99 | $16.61K | 37,438 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +5,071 | $4.12 | $20.89K | 31,882 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +1,016 | $3.44 | $3.50K | 21,372 |
| Gilbert A. Fuller Director | Jan 15, 2025 | Option exercise | +5,439 | $3.96 | $21.54K | 26,811 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gilbert A. Fuller Director | Apr 7, 2026 | 10,000 | $95.90K | Apr 7, 2026 | Open market purchase |
| Gilbert A. Fuller Director | Dec 12, 2023 | 3,000 | $27.21K | Dec 11, 2023 | Stock Award |