Security National Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SNFC.A?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,270,863	5.45%
Hedge Funds	2,050,000	8.8%
General Public	3,724,974	16%
Private Companies	3,996,909	17.2%
Employee Share Scheme	4,225,466	18.1%
Institutions	8,030,851	34.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 79.68% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Security National Financial ESOP	4,225,466	US$51.2m	0%	no data
12.1%	Soltis Investment Advisors, LLC	2,820,948	US$34.2m	-3.77%	3.35%
9.95%	George R. Quist & Shirley C. Quist Family Partnership, Ltd.	2,318,670	US$28.1m	0%	no data
8.8%	M3F, Inc.	2,050,000	US$24.8m	10.9%	6.43%
6.28%	Scott M. And Lisa J. Quist Family Trust	1,463,978	US$17.7m	0%	no data
3.71%	Lhm, Inc.	863,659	US$10.5m	0%	3.28%
3.04%	The Vanguard Group, Inc.	707,574	US$8.6m	2.86%	no data
2.72%	Dimensional Fund Advisors LP	634,857	US$7.7m	9.77%	no data
2.16%	Scott Quist	502,560	US$6.1m	0%	no data
1.92%	Columbia Management Investment Advisers, LLC	447,398	US$5.4m	3.34%	no data
1.68%	Bridgeway Capital Management, LLC	391,113	US$4.7m	-0.23%	0.08%
1.38%	Renaissance Technologies LLC	320,706	US$3.9m	4.76%	0.01%
1.27%	RBF Capital LLC	296,531	US$3.6m	0.82%	0.18%
0.95%	Jason Overbaugh	221,662	US$2.7m	31.2%	no data
0.92%	Estate of George R Quist	214,261	US$2.6m	0%	no data
0.69%	BlackRock, Inc.	159,811	US$1.9m	-9.83%	no data
0.64%	Jeffrey Stephens	147,986	US$1.8m	-6.16%	no data
0.57%	Geode Capital Management, LLC	132,414	US$1.6m	-3.98%	no data
0.5%	TownSquare Capital, LLC	116,291	US$1.4m	0%	0.02%
0.48%	Garrett Sill	112,150	US$1.4m	88.5%	no data
0.46%	Scott Quist	106,257	US$1.3m	-31.8%	no data
0.37%	Arrowstreet Capital, Limited Partnership	85,791	US$1.0m	0%	no data
0.35%	Millennium Management LLC	81,769	US$991.0k	-33.5%	no data
0.31%	Janney Montgomery Scott LLC, Asset Management Arm	72,025	US$872.9k	2.46%	no data
0.31%	Verdad Advisers, L.P.	71,941	US$871.9k	-1.41%	1.18%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 01:19
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Security National Financial Corporation is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ganesh D.N.	Virtua Research Inc.