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
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SNFCA

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SNFCA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
76 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 — +23% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 54% buying

37 buying31 selling
Last quarter: 37 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 14 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 14% medium ■ 28% new
44 out of 76 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.
➡️

Steady discovery — ~9 new funds/quarter

16 → 12 → 13 → 14 → 9 new funds/Q
New funds entering each quarter: 12 → 13 → 14 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 34% newcomers

■ 57% veterans ■ 9% 1-2yr ■ 34% new
Entry-cohort mix of 76 holders: 43 (57%) are 2+ year veterans, 7 entered 1–2 years ago, and 26 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
31 of 76 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SNFCA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 37 hedge funds were net buyers of SNFCA (9 opened a new position, 28 added to an existing one), while 31 reduced or exited (21 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 54% of total institutional value in SNFCA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 76.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 75 77 -2.6%
13F Shares 9M 9M -0.68%
Total Value $70M $69M 2.06%
New Positions 9 14 -5
Increased Positions 27 28 -1
Closed Positions 11 7 +4
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNFCA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veradace Capital Management LLC 2.58% 353,055 $3.4M
2 Lhm, INC. 1.89% 601,188 $5.5M
3 Gem Investment Advisors, LLC 0.94% 158,171 $1.5M
4 Verdad Advisers, LP 0.56% 60,000 $581K
5 RBF Capital, LLC 0.12% 303,534 $2.9M
6 Lunt Capital Management, Inc. 0.07% 19,841 $192K
7 Physician Wealth Advisors, Inc. 0.06% 52,376 $508K
8 Bridgeway Capital Management, LLC 0.05% 276,371 $2.7M
9 Evergreen Capital Management LLC 0.01% 39,291 $381K
10 Empowered Funds, LLC 0.00% 97,684 $947K
11 Renaissance Technologies LLC 0.00% 193,740 $1.9M
12 EP Wealth Advisors, LLC 0.00% 63,892 $619K
13 Ritholtz Wealth Management 0.00% 14,699 $142K
14 Callan Family Office, LLC 0.00% 10,026 $97K
15 Ameriprise Financial Inc 0.00% 823,770 $8.0M
16 Panagora Asset Management Inc 0.00% 33,293 $323K
17 O'shaughnessy Asset Management, LLC 0.00% 19,129 $185K
18 Tower Research Capital LLC (TRC) 0.00% 2,518 $24K
19 Farther Finance Advisors, LLC 0.00% 6,400 $62K
20 Ameritas Investment Partners, Inc. 0.00% 1,578 $15K
21 Essential Partners LLC 0.00% 82 —
22 Vanguard Fiduciary Trust Co 0.00% 112,877 $1.1M
23 Police & Firemen's Retirement System of New Jersey 0.00% 3,147 $30K
24 Aqr Capital Management LLC 0.00% 53,687 $520K
25 Squarepoint Ops LLC 0.00% 15,330 $149K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SNFCA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SNFCA?

Slight buying edge — 54% buying: Last quarter: 37 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SNFCA holders?

Elite ownership — 54% AUM from top-100 funds: 31 of 76 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SNFCA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SNFCA?

58% of holders stayed for 2+ years: 44 out of 76 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.

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.

Full history →