HolderBook

Security National Corp/IA (SNLC)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

2
Reporting holders
$4.0M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Siena Capital Partners GP, LLC$3.8M18,4760.91%30qHELD
BRIDGES INVESTMENT MANAGEMENT INC$209.5K1,0070.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20262$4.0M19,4831000.0%
Q1 20261$3.4M18,4760000.0%
Q4 20251$3.2M18,4760000.0%
Q3 20251$3.0M18,4760000.0%
Q2 20251$3.0M18,4760000.0%
Q1 20251$2.9M18,4760000.0%
Q4 20241$2.6M18,4760100.0%
Q3 20241$2.4M18,2140100.0%
Q2 20241$2.4M17,7100000.0%
Q1 20241$2.4M17,7100100.0%
Q4 20231$2.4M17,6100100.0%
Q3 20231$2.3M17,4100100.0%
Q2 20231$2.2M16,9580000.0%
Q1 20231$2.2M16,9580000.0%
Q4 20221$2.2M16,9580000.0%
Q3 20221$2.2M16,9580000.0%
Q2 20221$2.1M16,9580000.0%
Q1 20221$2.1M16,9580000.0%
Q4 20211$2.1M16,9580000.0%
Q3 20211$2.2M16,9580000.0%
Q2 20211$2.1M16,9580000.0%
Q1 20211$2.0M16,9580000.0%
Q4 20201$1.9M16,9580000.0%
Q3 20201$1.8M16,9580000.0%
Q2 20201$1.9M16,9580010.0%
Q1 20201$2.0M20,4000010.0%
Q4 20191$4.1M30,3150100.0%
Q3 20191$3.8M30,1160100.0%
Q2 20191$3.6M29,9660100.0%
Q1 20191$3.7M29,7661000.0%