SECURITY NATIONAL FINANCIAL CORP (SNFCA) SEC Filings 2026: 10-K, 10-Q, 8-K, Insider Trading

SNFCA at a glance

SECURITY NATIONAL FINANCIAL CORP (SNFCA, SEC CIK 318673) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on June 29, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

For the fiscal year ended December 31, 2025 (FY2025), SECURITY NATIONAL FINANCIAL CORP (SNFCA) reported revenue of $344.6 million (up 3.0% from FY2024) and net income of $32.2 million. Diluted EPS was $1.26.
As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding SECURITY NATIONAL FINANCIAL CORP (SNFCA) shares worth $42.9 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025: $344.6M; +3.0% vs prior year
Insiders · 90 days: 0 buys · 0 sells; No open-market trades
13F holders: 22 funds; $42.9M · −1 vs prior quarter
Latest 8-K: Jun 29, 2026; Item 5.07 · Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

Revenue $83.926M, down 6.3% YoY from $89.541M
Effective tax rate 23.0% vs 22.1% YoY
Funeral and cemetery revenue $9.913M, up 21%; net earnings $2.288M, up 68%
Mortgage revenue $26.327M, down 12%; net earnings $46K vs $1.261M loss
Operating cash flow $36.934M vs $1.905M; warehouse lines mature August 15, 2026 with renewals under negotiation

Risk Factors

Risk-factor disclosure omitted because Security National qualifies as a smaller reporting company
Newly executed 10b5-1 repurchase agreement authorized up to $1,000,000 of Class A shares
Repurchase program reached its 1,000,000-share limit and was terminated June 16, 2026
Treasury-share usage tied to employee 401(k) matching and deferred compensation plans

AI summary of the SNFCA 10-Q filed Aug 10, 2026. Generated from the filing text; verify against the original.View on SEC EDGAR 10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Jun 29, 2026Full analysis →

Item EX-99.1: Item EX-99.1

5% stock dividend authorized June 26, 2026, increasing shares held by eligible stockholders
Record date July 10, 2026; distribution scheduled for July 17, 2026

Item 5.07: Submission of Matters to a Vote of Security Holders

Annual meeting quorum met with 22,031,400 shares voted, representing majorities of both Class A and Class C shares
All nine director nominees elected, though Class A withheld votes were notable for H. Craig Moody at 7,080,994

Item 8.01: Other Events

5% stock dividend declared for Class A and Class C common stock
Record date July 10, 2026; distribution date July 17, 2026

AI summaries of SNFCA 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

Insider	Type	Date	Shares	Price
FULLER GILBERT A	M	Oct 1, 2026	615	$8.53
FULLER GILBERT A	M	Oct 1, 2026	615	$8.53
FULLER GILBERT A	D	Oct 1, 2026	615	$8.80
FULLER GILBERT A	D	Oct 1, 2026	615	$8.80
Neufeld Alissa	A	Sep 11, 2026	100,000	$8.79
FULLER GILBERT A	M	Jul 1, 2026	616	$8.53
FULLER GILBERT A	D	Jul 1, 2026	616	$9.79
FULLER GILBERT A	A	Jul 1, 2026	616	$8.53

Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
Metric	FY2023	FY2024	FY2025
Profitability
Revenue	$318.5M	$334.5M	$344.6M
Net Income	$14.5M	$26.5M	$32.2M
Net Margin	4.6%	7.9%	9.3%
Balance Sheet
Total Assets	$1.4B	$1.5B	$1.6B
Equity	$312.9M	$338.8M	$410.4M
ROE	4.6%	7.8%	7.8%
Per Share
EPS	-	$1.11	$1.26
Cash Flow
Operating CF	$53.9M	$57.3M	$45.5M
CapEx	$1.1M	$2.5M	$1.7M

Source: XBRL data in SECURITY NATIONAL FINANCIAL CORP (SNFCA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate SNFCA share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table

SNFCA shares held by 13F filers tracked by SignalX, by quarter
Quarter	Funds	Total value
Q2 2026	22	$42.9M
Q1 2026	23	$40.8M
Q4 2025	19	$37.9M
Q3 2025	19	$35.5M
Q2 2025	19	$35.2M
Q1 2025	14	$30.9M
Q4 2024	10	$27.4M
Q3 2024	8	$14.9M

Position changes: Q1 2026 → Q2 2026

Top Buyers

Ameriprise Financial+93.3K (+13%)
BlackRock+77.0K (+8%)
Dimensional Fund Advisors+51.8K (+7%)
AQR Capital Management+31.6K (+144%)
State Street Corp+22.1K (+13%)

Top Sellers

Goldman Sachs Group−21.6K (-19%)
Renaissance Technologies LLC−9.5K (-5%)
Vanguard Capital Management LLC−6.0K (-1%)
Bank of America Corp−4.0K (-19%)
Invesco Ltd−3.3K (-19%)

New Positions

None this quarter.

Closed Positions

Raymond James Financial−133.4K

Source: 13F-HR filings on SEC EDGAR (aggregated from 134 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

SNFCA filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

10-Q quarterly reports

8-K current reports

8-K Jun 29, 2026

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

Form	Filing date	Period	Analysis	SEC
4	Oct 5, 2026	-	-	-
4	Oct 5, 2026	-	-	-
4	Sep 14, 2026	-	-	-
10-Q	Aug 10, 2026	Jun 30, 2026	Analysis
4	Jul 7, 2026	-	-	-
4	Jul 6, 2026	-	-	-
4	Jul 2, 2026	-	-	-
8-K	Jun 29, 2026	-	Analysis	-
4	Jun 1, 2026	-	-
10-Q	May 11, 2026	Mar 31, 2026	Analysis
4	Apr 23, 2026	-	-	-
4	Apr 21, 2026	-	-	-
4	Apr 15, 2026	-	-	-
4	Apr 7, 2026	-	-	-
4	Apr 2, 2026	-	-	-
4	Apr 2, 2026	-	-	-
4	Apr 2, 2026	-	-	-
10-K	Mar 16, 2026	Dec 31, 2025	-
4	Jan 15, 2026	-	-
4	Jan 8, 2026	-	-
4	Jan 6, 2026	-	-
4	Jan 6, 2026	-	-
4	Jan 6, 2026	-	-
4	Jan 6, 2026	-	-
4	Dec 31, 2025	-	-

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SNFCA SEC filings: frequently asked questions

Which institutions hold SNFCA stock?

As of June 30, 2026, the largest SECURITY NATIONAL FINANCIAL CORP (SNFCA) holders among the 13F filers tracked by SignalX were BlackRock ($9.8 million), Dimensional Fund Advisors ($8.2 million), Ameriprise Financial ($8.0 million), Vanguard Capital Management LLC ($7.2 million), State Street Corp ($1.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was SNFCA's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), SECURITY NATIONAL FINANCIAL CORP (SNFCA) reported revenue of $344.6 million (up 3.0% from FY2024) and net income of $32.2 million. Diluted EPS was $1.26. The figures come from the XBRL data in the 10-K.

What did SNFCA report in its latest 8-K?

SECURITY NATIONAL FINANCIAL CORP (SNFCA) filed an 8-K on June 29, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders) and Item 8.01 (Other Events). 5% stock dividend authorized June 26, 2026, increasing shares held by eligible stockholders.

What are the latest SNFCA SEC filings?

SECURITY NATIONAL FINANCIAL CORP (SNFCA) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on June 29, 2026 and a Form 4 insider filing on October 5, 2026.

What is SNFCA's SEC CIK number?

SECURITY NATIONAL FINANCIAL CORP (SNFCA)'s SEC Central Index Key (CIK) is 318673. EDGAR lists every SNFCA filing under that number.

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