# SECURITY NATL FINL CORP CL A NEW

SECURITY NATL FINL CORP CL A NEW is a security (CUSIP 814785309) tracked across SEC portfolio filings. 80 institutional managers reported $60.8M on Form 13F as of 2026-06-30; 10 registered fund positions totaling $4.3M via N-PORT as of 2026-05-31.

## Summary

- Issuer: SECURITY NATL FINL CORP
- Class: CL A NEW
- CUSIP: 814785309
- Asset category: EC
- 13F holders: 80
- 13F value: $60.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 10
- N-PORT value: $4.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 80 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $8.9M | 936,413 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $7.6M | 841,836 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $7.5M | 793,553 |
| LHM, INC. | Sandy, UT | $6.8M | 717,508 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $3.6M | 384,301 |
| [Veradace Capital Management LLC](https://search.stillhousedata.com/firm/301703) | DALLAS, TX | $3.3M | 353,055 |
| RBF Capital, LLC | SAN FRANCISCO, CA | $2.9M | 303,534 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111441) | HOUSTON, TX | $2.6M | 278,746 |
| [RENAISSANCE TECHNOLOGIES LLC](https://search.stillhousedata.com/firm/106661) | NEW YORK, NY | $1.9M | 203,240 |
| STATE STREET CORP | BOSTON, MA | $1.6M | 172,462 |
| [Gem Investment Advisors, LLC](https://search.stillhousedata.com/firm/170780) | TEANECK, NJ | $1.5M | 158,171 |
| NORTHERN TRUST CORP | CHICAGO, IL | $1.4M | 144,142 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.3M | 133,415 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.1M | 114,991 |
| Empowered Funds, LLC | HAVERTOWN, PA | $861K | 90,859 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $2.0M | 0.25% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $805K | 0.46% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $768K | 1.03% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $254K | 0.53% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $216K | 2.19% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $109K | 0.04% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $86K | 0.01% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $23K | 0.54% |
| [TIAA Separate Account VA-1 - Stock Index Account](https://search.stillhousedata.com/fund/S000005098) | TIAA Separate Account VA-1 | $21K | 0.16% |
| [Longview Advantage ETF](https://search.stillhousedata.com/fund/S000086399) | RBB Fund Trust | $4K | 0.06% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/814785309.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.