SECURITY NATIONAL FINANCIAL CORPORATION

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 71 13F holders · Pro →

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$SNFCA is held by 3 top-200 alpha managers as of Q1 2026. The table below lists each position.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Nisa Investment Advisors, LLC

0.00% held

α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

1 transactions · 1 filers

02 Jan 2025

Fuller Gilbert A —

▼ SOLD

460

$12.22

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SNFCA in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $SNFCA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SNFCA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:04 UTC.