SECURITY NATL FINL CORP's ticker is SNFCA and the CUSIP is 814785309.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,112 | -7.2% | 35,601 | +5.0% | 0.00% | – |
| Q2 2023 | $300,737 | +20.8% | 33,905 | +27.7% | 0.00% | – |
| Q1 2021 | $249,000 | +45.6% | 26,557 | +29.8% | 0.00% | – |
| Q4 2020 | $171,000 | +30.5% | 20,464 | 0.0% | 0.00% | – |
| Q3 2020 | $131,000 | -3.0% | 20,464 | +2.5% | 0.00% | – |
| Q2 2020 | $135,000 | – | 19,964 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M3F, Inc. | 1,073,409 | $6,279,000 | 4.90% |
| Soltis Investment Advisors LLC | 2,024,828 | $11,845,000 | 2.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 255,788 | $1,496,000 | 0.02% |
| SYNOVUS FINANCIAL CORP | 93,878 | $549,000 | 0.01% |
| Voya Financial Advisors, Inc. | 13,433 | $77,000 | 0.00% |
| IFP Advisors, Inc | 2,059 | $12,000 | 0.00% |
| Renaissance Technologies | 182,878 | $1,070,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |
| NORTHERN TRUST CORP | 30,669 | $180,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |