Security National Financial Corp (SNFCA) shareholders
SNFCANasdaqFinance ServicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 9, 2026Score 12/3034% below fair value
$9.00+0.03 (+0.33%)
Close on Nov 13, 2026Market cap $246.40MP/E 7.7Yield –
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 Joint filing with M3 Partners, LP (9.00%), M3f, Inc. (9.00%) and 2 more | 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% | $20.43M | −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)
100 funds held SNFCA in Q2 2026, 49% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 119,667 | 0.44% | 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 | 27,008 | 0.10% | Oct 9, 2026 |
| H. Craig Moody | Director | 54,489 | 0.20% | Oct 7, 2026 |
| Gilbert A. Fuller | Director | 33,572 | 0.12% | Oct 5, 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 | Oct 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 27,008 |
| H. Craig Moody Director | Oct 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 53,213 |
| Gilbert A. Fuller Director | Oct 1, 2026 | Returned to company | −615 | $8.80 | $5.41K | 33,572 |
| Gilbert A. Fuller Director | Oct 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 34,187 |
| Gilbert A. Fuller Director | Oct 1, 2026 | Returned to company | −615 | $8.80 | $5.41K | 31,973 |
| Gilbert A. Fuller Director | Oct 1, 2026 | Option exercise | +615 | $8.53 | $5.25K | 32,588 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.82%
0M shares short
Days to cover
9.1
At 0M shares a day
Change since last report
-1.9%
From 0M shares
Short volume, 20 days
44.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Security National Financial's stock actually held short. Settlement fails (shares not delivered on time) peaked at 717 shares on Sep 8, 2026 over the last 90 days.
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 |
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