Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Security Natl Finl Corp (SNFCA)

75 + Investors. Track Smart Money conviction in SNFCA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
60%

Smart Money Signals — SNFCA

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SNFCA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
77 hedge funds hold SNFCA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

42 buying28 selling
Last quarter: 42 funds were net buyers (14 opened a brand new position + 28 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 12 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 19% medium ■ 32% new
37 out of 77 hedge funds have held SNFCA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -20%, value -36%

Value
-35%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~14 new funds/quarter

8 → 16 → 12 → 12 → 14 new funds/Q
New funds entering each quarter: 16 → 12 → 12 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 36% newcomers

■ 53% veterans ■ 10% 1-2yr ■ 36% new
Entry-cohort mix of 77 holders: 41 (53%) are 2+ year veterans, 8 entered 1–2 years ago, and 28 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
28 of 77 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SNFCA

In 2026 Q1, 42 hedge funds were net buyers of SNFCA (14 opened a new position, 28 added to an existing one), while 28 reduced or exited (21 trimmed, 7 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in SNFCA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 77.

Hedge Fund Ownership: SNFCA

How many hedge funds hold SNFCA — quarterly history vs. share price
Quarterly hedge fund ownership of SNFCA vs. share price

Market Analysis: SNFCA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNFCA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Security Natl Finl Corp (SNFCA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SNFCA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SNFCA
+0.8%
XLF
+9.5%

SNFCA outperformed XLF by -8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SNFCA
+0.6%
XLF
+5.8%

Since the filing became public, SNFCA outperformed XLF by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SNFCA
75 + Investors

Track Smart Money conviction in SNFCA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 70 7.14%
13F Shares 9M 12M -20.23%
Total Value $69M $107M -35.64%
New Positions 13 12 +1
Increased Positions 28 24 +4
Closed Positions 8 8 -
Reduced Positions 21 24 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNFCA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNFCA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SNFCA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veradace Capital Management LLC 2.98% 353,055 $3.3M
2 Lhm, INC. 2.68% 717,508 $6.8M
3 Gem Investment Advisors, LLC 1.47% 158,171 $1.5M
4 Verdad Advisers, LP 0.64% 60,000 $569K
5 RBF Capital, LLC 0.15% 303,534 $2.9M
6 Physician Wealth Advisors, Inc. 0.07% 52,376 $497K
7 Lunt Capital Management, Inc. 0.07% 17,972 $170K
8 Black Maple Capital Management LP 0.06% 11,311 $107K
9 Bridgeway Capital Management, LLC 0.05% 278,746 $2.6M
10 Evergreen Capital Management LLC 0.01% 39,291 $372K
11 Empowered Funds, LLC 0.01% 90,859 $861K
12 Ritholtz Wealth Management 0.00% 20,889 $198K
13 Renaissance Technologies LLC 0.00% 203,240 $1.9M
14 EP Wealth Advisors, LLC 0.00% 63,877 $606K
15 Callan Family Office, LLC 0.00% 10,026 $95K
16 CoreFirst Bank & Trust 0.00% 353 $3K
17 Ameriprise Financial Inc 0.00% 730,502 $6.9M
18 O'shaughnessy Asset Management, LLC 0.00% 25,580 $242K
19 Tower Research Capital LLC (TRC) 0.00% 3,818 $36K
20 Farther Finance Advisors, LLC 0.00% 6,385 $60K
21 Ameritas Investment Partners, Inc. 0.00% 1,578 $15K
22 Raymond James Financial Inc 0.00% 133,415 $1.3M
23 Vanguard Fiduciary Trust Co 0.00% 124,688 $1.2M
24 Police & Firemen's Retirement System of New Jersey 0.00% 3,147 $30K
25 Essential Partners LLC 0.00% 70 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Security Natl Finl Corp (SNFCA)

What does the Smart Money Trend signal show for SNFCA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SNFCA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SNFCA?

More buyers than sellers — 60% buying: Last quarter: 42 funds were net buyers (14 opened a brand new position + 28 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNFCA holders?

Strong quality — 37% AUM from major funds: 28 of 77 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SNFCA?

48% of holders stayed for 2+ years: 37 out of 77 hedge funds have held SNFCA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Security Natl Finl Corp (SNFCA) following the 2026 Q1 hedge fund 13F filings?

As of today, SNFCA has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), SNFCA has gained +0.8% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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