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SFS
Security Financial Services’s
Plexus
PLXS
Stock Holding History
Security Financial Services’s Portfolio
PLXS Stock Details
PLXS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2,500
Closed
-$237K
–
190
2024
Q1
$237K
Hold
2,500
–
–
0.05%
163
2023
Q4
$270K
Hold
2,500
–
–
0.07%
140
2023
Q3
$232K
Hold
2,500
–
–
0.07%
148
2023
Q2
$246K
Hold
2,500
–
–
0.07%
132
2023
Q1
$244K
Hold
2,500
–
–
0.07%
126
2022
Q4
$257K
Hold
2,500
–
–
0.08%
125
2022
Q3
$219K
Buy
+2,500
New
+$223K
0.07%
125
2022
Q2
–
Sell
-2,500
Closed
-$205K
–
136
2022
Q1
$205K
Hold
2,500
–
–
0.07%
129
2021
Q4
$240K
Buy
+2,500
New
+$231K
0.08%
122
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$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
DGI
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$4.89B AUM
33.85%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
FMI
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Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
BNP Paribas Asset Management
Paris, France
$86.1B AUM
29.11%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Thrivent Financial for Lutherans
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$52.5B AUM
27.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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