Sonora Investment Management’s Security National Financial SNFCA Stock Holding History

Sonora Investment Management’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 Q3	$0	Hold	32	–	–	﹤0.01%	1112
2021 Q2	$0	Hold	32	–	–	﹤0.01%	1063
2021 Q1	$0	Hold	32	–	–	﹤0.01%	1790
2020 Q4	$0	Hold	32	–	–	﹤0.01%	1772
2020 Q3	$0	Hold	32	–	–	﹤0.01%	1873
2020 Q2	$0	Hold	32	–	–	﹤0.01%	1868
2020 Q1	$0	Hold	32	–	–	﹤0.01%	1734
2019 Q4	$0	Hold	32	–	–	﹤0.01%	1728
2019 Q3	$0	Hold	32	–	–	﹤0.01%	1814
2019 Q2	$0	Hold	32	–	–	﹤0.01%	1736
2019 Q1	$0	Hold	32	–	–	﹤0.01%	1531
2018 Q4	$0	Hold	32	–	–	﹤0.01%	1285
2018 Q3	$0	Hold	32	–	–	﹤0.01%	1256
2018 Q2	$0	Hold	32	–	–	﹤0.01%	1211
2018 Q1	$108	Sell	32 -623	-95%	-$1.99K	﹤0.01%	1165
2017 Q4	$2.18K	Hold	655	–	–	﹤0.01%	1050
2017 Q3	$2.1K	Hold	655	–	–	﹤0.01%	991
2017 Q2	$2.63K	Hold	655	–	–	﹤0.01%	881
2017 Q1	$2.8K	Buy	655 +1	+0.2%	+$4	﹤0.01%	839
2016 Q4	$2.55K	Hold	654	–	–	﹤0.01%	759
2016 Q3	$2.3K	Hold	654	–	–	﹤0.01%	746
2016 Q2	$1.92K	Hold	654	–	–	﹤0.01%	780
2016 Q1	$1.92K	Hold	654	–	–	﹤0.01%	847
2015 Q4	$2K	Hold	654	–	–	﹤0.01%	728
2015 Q3	$3K	Buy	+654	New	+$2.69K	﹤0.01%	915

Other funds holding SNFCA

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Verdad Advisers Boston, Massachusetts $104M AUM

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

Sonora Investment Management's SNFCA Position: Q3 2021 in Review

Sonora Investment Management held its Security National Financial (SNFCA) position steady in Q3 2021 at 32 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Sonora Investment Management first reported a position in SNFCA in Q3 2015 and has held it in 25 quarters since. The position peaked at $3K in Q3 2015. 33 funds tracked by Wall St. Rank hold SNFCA as of Q3 2021.

Sonora Investment Management held 32 shares of Security National Financial worth $0 as of Q3 2021.
Sonora Investment Management left its Security National Financial share count unchanged in Q3 2021.
Security National Financial made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1112 holding.
Sonora Investment Management first reported a position in Security National Financial in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Security National Financial position peaked at $3K in Q3 2015.
33 funds tracked by Wall St. Rank held Security National Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.