Bank of Montreal
SNFCA icon

Bank of Montreal’s Security National Financial SNFCA Stock Holding History

Bank of Montreal’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-480
Closed -$3K – 4784
2021
Q1 		$3K Sell
480
-1,604
-77% -$11.2K ﹤0.01% 4844
2020
Q4 		$14K Buy
2,084
+1,489
+250% +$8.39K ﹤0.01% 4571
2020
Q3 		$3K Sell
595
-421
-41% -$1.97K ﹤0.01% 4593
2020
Q2 		$4K Buy
+1,016
New +$4.39K ﹤0.01% 4458
2014
Q3 		– Sell
-985
Closed -$3K – 4371
2014
Q2 		$3K Sell
985
-14,711
-94% -$32.4K ﹤0.01% 4386
2014
Q1 		$35K Sell
15,696
-2
-0% -$5 ﹤0.01% 3273
2013
Q4 		$39K Buy
+15,698
New +$42.8K ﹤0.01% 2973

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's SNFCA Position: Q2 2021 in Review

Bank of Montreal sold out of Security National Financial (SNFCA) in Q2 2021, closing a stake of 480 shares — an estimated $3K sold.

Bank of Montreal first reported a position in SNFCA in Q4 2013 and held it in 7 quarters. The position peaked at $39K in Q4 2013. 37 funds tracked by Wall St. Rank hold SNFCA as of Q2 2021.

  • Bank of Montreal reported no remaining Security National Financial position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 480 Security National Financial shares in Q2 2021, an estimated $3K.
  • Bank of Montreal first reported a position in Security National Financial in Q4 2013 and held it in 7 quarters.
  • Bank of Montreal's Security National Financial position peaked at $39K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Security National Financial as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.