13FBOX
Security National Corp/IA · 13F Institutional Holdings
Options Calculator Rankings
S

Security National Corp/IA

SNLC
Institutions
2
Combined AUM (Q2 2026)
$4.0M
Combined Shares (Q2 2026)
19,483
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,007
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+1,007
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.0M
Institutions
2
New Buys
1
Adds
0
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Siena Capital Partners GP, LLC
0.91%0.88%#1$3.8M18,476$3.4M18,47600.00%Unchanged
BRIDGES INVESTMENT MANAGEMENT INC
<0.01%#2$209,4561,007$00+1,007New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow