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FirstPurpose Wealth’s Security National Financial SNFCA Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$384K Buy
+63,669
New +$449K 0.14% 134

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FirstPurpose Wealth's SNFCA Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Security National Financial (SNFCA) in Q1 2024: 63,669 shares worth $384K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings.

55 funds tracked by Wall St. Rank hold SNFCA as of Q1 2024.

  • FirstPurpose Wealth held 63,669 shares of Security National Financial worth $384K as of Q1 2024.
  • Security National Financial was a new FirstPurpose Wealth position in Q1 2024.
  • Security National Financial made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #134 holding.
  • 55 funds tracked by Wall St. Rank held Security National Financial as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.