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Stephens Inc’s Security National Financial SNFCA Stock Holding History

Stephens Inc’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
-35,699
Closed -$249K – 1373
2021
Q1 		$249K Buy
+35,699
New +$249K ﹤0.01% 1081

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

Stephens Inc's SNFCA Position: Q2 2021 in Review

Stephens Inc sold out of Security National Financial (SNFCA) in Q2 2021, closing a stake of 35,699 shares — an estimated $249K sold.

Stephens Inc first reported a position in SNFCA in Q1 2021 and held it in 1 quarter. The position peaked at $249K in Q1 2021. 37 funds tracked by Wall St. Rank hold SNFCA as of Q2 2021.

  • Stephens Inc reported no remaining Security National Financial position as of Q2 2021 after selling out during the quarter.
  • Stephens Inc sold 35,699 Security National Financial shares in Q2 2021, an estimated $249K.
  • Stephens Inc first reported a position in Security National Financial in Q1 2021 and held it in 1 quarter.
  • Stephens Inc's Security National Financial position peaked at $249K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Security National Financial as of Q2 2021.

Based on Stephens Inc's 13F filing for Q2 2021, filed 12 Aug 2021.