MORGAN STANLEY

Position in SNFCA — Security National Financial Corp

CIK 895421 NEW YORK, NY

Position in SNFCA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$310,727

+$29,238 QoQ

Shares Held

33,670

+8.0% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#29

of 77 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,509,234,906 across 18 Insurance - Life names. SNFCA ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	12,532,097	$1,060,340,719
2	AFL	Aflac Inc	8,040,706	$942,772,772
3	PRU	Prudential Financial Inc	5,881,885	$634,831,838
4	MFC	Manulife Financial Corp	12,975,847	$525,651,557
5	GL	Globe Life Inc.	1,940,584	$346,743,545
6	UNM	Unum Group	3,249,453	$290,501,092
7	PUK	Prudential PLC	5,008,698	$134,283,190
8	LNC	Lincoln National Corp	3,632,194	$128,398,052

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,727	32,067	+8.0%	Shares	Defined	2026-08-13
2026-03-31	$281,489	29,693	-23.7%	Shares	Defined	2026-05-15
2025-12-31	$350,661	38,919	+20.1%	Shares	Defined	2026-05-27
2025-09-30	$280,878	32,397	-31.9%	Shares	Defined	2026-05-27
2025-06-30	$468,501	47,564	+48.2%	Shares	Defined	2025-08-15
2025-03-31	$388,252	32,087	-5.5%	Shares	Defined	2025-05-15
2024-12-31	$408,599	33,965	+5.2%	Shares	Defined	2025-05-15
2024-09-30	$297,041	32,287	-18.7%	Shares	Defined	2025-05-14
2024-06-30	$317,130	39,691	-12.0%	Shares	Defined	2025-05-14
2024-03-31	$356,763	45,103	-13.3%	Shares	Defined	2024-10-17
2023-12-31	$468,362	52,041	+50.4%	Shares	Defined	2024-08-16
2023-09-30	$271,348	34,611	+2.2%	Shares	Defined	2023-11-15
2023-06-30	$300,454	33,873	+29.7%	Shares	Defined	2023-08-14
2023-03-31	$162,750	26,124	-4.0%	Shares	Defined	2023-05-15
2022-12-31	$198,637	27,211	-4.2%	Shares	Defined	2023-02-14
2022-09-30	$180,334	28,399	+2.9%	Shares	Defined	2022-11-14
2022-06-30	$233,479	27,598	-16.9%	Shares	Defined	2022-10-27
2022-03-31	$332,190	33,219	-7.8%	Shares	Defined	2022-10-27
2021-12-31	$331,473	36,030	+4.3%	Shares	Defined	2022-02-14
2021-09-30	$284,360	34,552	+130.4%	Shares	Defined	2021-11-15
2021-06-30	$131,240	14,999	+33.8%	Shares	Defined	2021-08-23
2021-03-31	$104,794	11,208	-44.8%	Shares	Defined	2021-05-17
2020-12-31	$169,462	20,295	+1950.0%	Shares	Defined	2021-02-16
2020-09-30	$6,336	990	-65.5%	Shares	Defined	2020-11-13
2020-06-30	$19,386	2,872	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.