SNFCA

SECURITY NATIONAL FINANCIAL CORP

Nasdaq · Finance Services · Inc. UT · CIK 0000318673
$9.58 +1.05% $249.4M
5 New Institutional Positions
Vol
Market Cap$249.4M
Cap SizeMicro Cap
Inst. Holders37 funds
Inst. Value$42.4M
Inst. Activity5 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$94.5K
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Finance Services·Inc. UT·CIK 0000318673·Prev Close $9.48

Top Institutional Holders

FundValueMove
BlackRock, Inc.$8.9M
DIMENSIONAL FUND ADVISORS LP$7.5M
VANGUARD CAPITAL MANAGEMENT LLC$7.1M
AMERIPRISE FINANCIAL INC$6.9M
RENAISSANCE TECHNOLOGIES LLC$1.9M

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Overbaugh JasonM$87.3K
May 14, 2026Overbaugh JasonD$66.8K
May 14, 2026Overbaugh JasonM$206.0K
Apr 20, 2026MOODY H.M$19.3K
Apr 18, 2026Quist AdamM$88.1K
37 institutional holders with $42.4M total value (4,481,072 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 5 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.936,413$8.9M21.0%
2DIMENSIONAL FUND ADVISORS LP793,553$7.5M17.8%
3VANGUARD CAPITAL MANAGEMENT LLC752,095$7.1M16.8%
4AMERIPRISE FINANCIAL INC730,502$6.9M16.3%
5RENAISSANCE TECHNOLOGIES LLC203,240$1.9M4.5%
6STATE STREET CORP172,462$1.6M3.9%DOUBLED +190.0%
7RAYMOND JAMES FINANCIAL INC133,415$1.3M3.0%DOUBLED +1404.7%
8VANGUARD FIDUCIARY TRUST CO124,688$1.2M2.8%
9GOLDMAN SACHS GROUP INC114,991$1.1M2.6%
10VANGUARD PORTFOLIO MANAGEMENT LLC94,353$894.5K2.1%
11EP Wealth Advisors, LLC63,877$605.6K1.4%
12CITADEL ADVISORS LLC50,275$476.6K1.1%TRIM -39.7%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC44,454$421.4K1.0%
14BARCLAYS PLC40,353$382.5K0.9%ADD +60.2%
15MORGAN STANLEY29,693$281.5K0.7%TRIM -31.9%
16O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,580$242.5K0.6%TRIM -43.7%
17Nuveen, LLC22,262$211.0K0.5%
18HSBC HOLDINGS PLC20,874$197.5K0.5%
19BANK OF AMERICA CORP /DE/20,493$194.3K0.5%ADD +54.7%
20DEUTSCHE BANK AG\17,755$168.3K0.4%ADD +34.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DEUTSCHE BANK AG\ADD13,18117,755+34.7%$168.3K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM26,38212,599-52.2%$119.4K2026-Q1
MetLife Investment Management, LLCTRIM9,4124,541-51.8%$43.0K2026-Q1
FMR LLCDOUBLED1,8274,235+131.8%$40.1K2026-Q1
Russell Investments Group, Ltd.ADD2,1862,854+30.6%$27.1K2026-Q1
CWM, LLCDOUBLED4222,013+377.0%$19.1K2026-Q1
Allworth Financial LPDOUBLED438+850.0%$361.002026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM60,11233,841-43.7%$304.9K2025-Q4
WELLS FARGO & COMPANY/MNADD12,08318,457+52.8%$166.3K2025-Q4
BANK OF AMERICA CORP /DE/ADD11,80118,255+54.7%$164.5K2025-Q4
Russell Investments Group, Ltd.ADD1,5902,186+37.5%$19.7K2025-Q4
FMR LLCDOUBLED3521,827+419.0%$16.5K2025-Q4
CWM, LLCDOUBLED156422+170.5%$4.002025-Q4
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM82,16860,112-26.8%$521.2K2025-Q3
MORGAN STANLEYTRIM47,56432,397-31.9%$280.9K2025-Q3
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM58,02627,548-52.5%$238.8K2025-Q3
CITADEL ADVISORS LLCTRIM27,41616,543-39.7%$143.4K2025-Q3
UBS Group AGADD6,19312,344+99.3%$107.0K2025-Q3
Russell Investments Group, Ltd.DOUBLED601,590+2550.0%$13.8K2025-Q3
RAYMOND JAMES FINANCIAL INCDOUBLED10,081151,688+1404.7%$1.5M2025-Q2
STATE STREET CORPDOUBLED49,026142,196+190.0%$1.4M2025-Q2
MARSHALL WACE, LLPADD21,49228,735+33.7%$283.0K2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED2199,668+4314.6%$95.2K2025-Q2
UBS Group AGTRIM12,3386,193-49.8%$61.0K2025-Q2
BARCLAYS PLCADD38,27861,312+60.2%$604.002025-Q2
6 unique insiders with 50 transactions. Net insider value: -$94.5K ($0.00 bought, $94.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Overbaugh Jason G.VP & Nat Mark Dir of Life InsEXERCISE30,750$2.84$87.3K
May 14, 2026Overbaugh Jason G.VP & Nat Mark Dir of Life InsD7,000$9.54$66.8K
May 14, 2026Overbaugh Jason G.VP & Nat Mark Dir of Life InsEXERCISE21,596$9.54$206.0K
Apr 20, 2026MOODY H. CRAIGDirectorEXERCISE4,471$4.32$19.3K
Apr 18, 2026Quist Adam GeorgeVice President/General CounselEXERCISE8,934$9.86$88.1K
Apr 7, 2026FULLER GILBERT ADirectorSELL10,000$9.45$94.5K
Apr 1, 2026FULLER GILBERT ADirectorEXERCISE615$8.53$5.2K
Apr 1, 2026FULLER GILBERT ADirectorD615$9.46$5.8K
Apr 1, 2026Stephens Jeffrey RussellGen. Counsel & Corp. SecEXERCISE887$8.53$7.6K
Apr 1, 2026FULLER GILBERT ADirectorAWARD615$8.53$5.2K
Apr 1, 2026Stephens Jeffrey RussellGen. Counsel & Corp. SecAWARD887$8.53$7.6K
Apr 1, 2026MOODY H. CRAIGDirectorEXERCISE615$8.53$5.2K
Apr 1, 2026MOODY H. CRAIGDirectorAWARD615$8.53$5.2K
Apr 1, 2026Cook John LDirectorEXERCISE615$8.53$5.2K
Apr 1, 2026Cook John LDirectorAWARD615$8.53$5.2K
Dec 5, 2025Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD10,657$9.38$100.0K
Dec 5, 2025FULLER GILBERT ADirectorAWARD1,846$8.53$15.7K
Dec 5, 2025MOODY H. CRAIGDirectorAWARD2,461$8.53$21.0K
Dec 5, 2025Stephens Jeffrey RussellGen. Counsel & Corp. SecAWARD3,549$8.53$30.3K
Dec 5, 2025FULLER GILBERT ADirectorAWARD2,461$8.53$21.0K
Dec 5, 2025Cook John LDirectorAWARD2,461$8.53$21.0K
Dec 5, 2025MOODY H. CRAIGDirectorAWARD1,846$8.53$15.7K
Dec 5, 2025Quist Adam GeorgeVice President/General CounselAWARD10,657$9.38$100.0K
Dec 6, 2024Quist Adam GeorgeVice President/General CounselAWARD7,298$13.67$99.8K
Dec 6, 2024Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD7,298$13.67$99.8K
Dec 1, 2023MOODY H. CRAIGDirectorAWARD8,820$7.21$63.6K
Dec 1, 2023Cook John LDirectorAWARD8,820$7.21$63.6K
Dec 1, 2023MOODY H. CRAIGDirectorAWARD8,820$7.21$63.6K
Dec 1, 2023Quist Adam GeorgeVice President/General CounselAWARD88,200$7.21$635.9K
Dec 1, 2023Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD44,100$7.21$318.0K
Dec 2, 2022MOODY H. CRAIGDirectorAWARD8,104$5.56$45.1K
Dec 2, 2022Cook John LDirectorAWARD8,104$5.56$45.1K
Dec 2, 2022MOODY H. CRAIGDirectorAWARD8,104$5.56$45.1K
Dec 2, 2022Quist Adam GeorgeVice President/General CounselAWARD92,610$5.56$514.9K
Dec 2, 2022Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD40,517$5.56$225.3K
Dec 3, 2021MOODY H. CRAIGDirectorAWARD7,293$7.02$51.2K
Dec 3, 2021Cook John LDirectorAWARD7,293$7.02$51.2K
Dec 3, 2021MOODY H. CRAIGDirectorAWARD7,293$7.02$51.2K
Dec 3, 2021Quist Adam GeorgeVice President/General CounselAWARD72,931$7.02$512.0K
Dec 3, 2021Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD36,465$7.02$256.0K
Mar 27, 2020MOODY H. CRAIGDirectorAWARD7,850$2.84$22.3K
Mar 27, 2020Cook John LDirectorAWARD7,850$2.84$22.3K
Mar 27, 2020MOODY H. CRAIGDirectorAWARD7,850$2.84$22.3K
Mar 27, 2020Quist Adam GeorgeVice President/General CounselAWARD45,787$2.84$130.0K
Mar 27, 2020Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD39,246$2.84$111.5K
Dec 6, 2019MOODY H. CRAIGDirectorAWARD8,242$3.91$32.2K
Dec 6, 2019Cook John LDirectorAWARD8,242$3.91$32.2K
Dec 6, 2019MOODY H. CRAIGDirectorAWARD8,242$3.91$32.2K
Dec 6, 2019Quist Adam GeorgeVice President/General CounselAWARD48,076$3.91$188.0K
Dec 6, 2019Overbaugh Jason G.VP & Nat Mark Dir of Life InsAWARD41,208$3.76$154.9K

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
2015-09-30
$0.00 $0.00 $0.00 $0.0B
Current FY
2014-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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May 12, 2026
earnings_calendar
SNFCA Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings
Security National Financial Corporation Reports Financial Results for the Quarter Ended March 31, 2026
<p align="justify">SALT LAKE CITY, May 11, 2026 (GLOBE NEWSWIRE) -- Security National Financial Corporation (SNFC) (NASDAQ symbol "SNFCA") announced
May 4, 2026
earnings
Security National Financial Corporation Announces 2026 Q1 Earnings Call
<p align="start">SALT LAKE CITY, May 04, 2026 (GLOBE NEWSWIRE) -- Security National Financial Corporation (NASDAQ: SNFCA) announces that on March 13
Mar 16, 2026
earnings
Security National Financial Corporation Reports Financial Results for the Year Ended December 31, 2025
SNFC Annual Report
Mar 16, 2026
earnings_calendar
SNFCA Q4 2025 Earnings Scheduled — 2026-03-16
Mar 10, 2026
other
Security National Financial Corporation Announces 2025 Earnings Call
<p align="left">SALT LAKE CITY, March 10, 2026 (GLOBE NEWSWIRE) -- Security National Financial Corporation (NASDAQ: SNFCA) announces that on March 1