Security National Trust’s Stifel SF Stock Holding History

Security National Trust’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$97K	Hold	2,250	–	–	0.02%	219
2021 Q2	$97K	Hold	2,250	–	–	0.02%	228
2021 Q1	$96K	Hold	2,250	–	–	0.02%	226
2020 Q4	$76K	Hold	2,250	–	–	0.02%	239
2020 Q3	$51K	Hold	2,250	–	–	0.01%	251
2020 Q2	$47K	Hold	2,250	–	–	0.01%	260
2020 Q1	$41K	Hold	2,250	–	–	0.01%	257
2019 Q4	$61K	Hold	2,250	–	–	0.02%	249
2019 Q3	$57K	Hold	2,250	–	–	0.02%	245
2019 Q2	$59K	Hold	2,250	–	–	0.02%	248
2019 Q1	$53K	Hold	2,250	–	–	0.02%	249
2018 Q4	$41K	Hold	2,250	–	–	0.02%	248
2018 Q3	$51K	Hold	2,250	–	–	0.02%	258
2018 Q2	$52K	Hold	2,250	–	–	0.02%	258
2018 Q1	$59K	Hold	2,250	–	–	0.02%	253
2017 Q4	$60K	Hold	2,250	–	–	0.02%	252
2017 Q3	$53K	Hold	2,250	–	–	0.02%	260
2017 Q2	$46K	Hold	2,250	–	–	0.02%	280
2017 Q1	$50K	Hold	2,250	–	–	0.02%	277
2016 Q4	$50K	Buy	+2,250	New	+$45.2K	0.02%	275

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Security National Trust's SF Position: Q3 2021 in Review

Security National Trust held its Stifel (SF) position steady in Q3 2021 at 2,250 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #219.

Security National Trust first reported a position in SF in Q4 2016 and has held it in 20 quarters since. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

Security National Trust held 2,250 shares of Stifel worth $97K as of Q3 2021.
Security National Trust left its Stifel share count unchanged in Q3 2021.
Stifel made up 0.02% of Security National Trust's portfolio in Q3 2021, its #219 holding.
Security National Trust first reported a position in Stifel in Q4 2016 and has held it in 20 quarters since.
328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.