Synovus Financial’s Security National Financial SNFCA Stock Holding History

Synovus Financial’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 Q4	–	Sell	-60,760	Closed	-$392K	–	883
2021 Q3	$392K	Hold	60,760	–	–	﹤0.01%	665
2021 Q2	$397K	Sell	60,760 -67,005	-52%	-$427K	﹤0.01%	670
2021 Q1	$891K	Hold	127,765	–	–	0.01%	419
2020 Q4	$796K	Sell	127,765 -7,633	-6%	-$43K	0.01%	426
2020 Q3	$646K	Hold	135,398	–	–	0.01%	433
2020 Q2	$665K	Hold	135,398	–	–	0.01%	401
2020 Q1	$421K	Hold	135,398	–	–	0.01%	563
2019 Q4	$549K	Hold	135,398	–	–	0.01%	446
2019 Q3	$460K	Hold	135,398	–	–	0.01%	477
2019 Q2	$472K	Hold	135,398	–	–	0.01%	469
2019 Q1	$443K	Sell	135,398 -1	-0%	-$4	0.01%	464
2018 Q4	$461K	Hold	135,399	–	–	0.01%	435
2018 Q3	$465K	Hold	135,399	–	–	0.01%	460
2018 Q2	$465K	Hold	135,399	–	–	0.01%	445
2018 Q1	$460K	Buy	135,399 +1	+0%	+$3	0.01%	443
2017 Q4	$447K	Hold	135,398	–	–	0.01%	438
2017 Q3	$434K	Hold	135,398	–	–	0.01%	426
2017 Q2	$543K	Buy	135,398 +56,926	+73%	+$235K	0.01%	399
2017 Q1	$336K	Hold	78,472	–	–	0.01%	438
2016 Q4	$306K	Buy	78,472 +25,879	+49%	+$101K	0.01%	431
2016 Q3	$185K	Hold	52,593	–	–	﹤0.01%	511
2016 Q2	$154K	Hold	52,593	–	–	﹤0.01%	512
2016 Q1	$160K	Hold	52,593	–	–	﹤0.01%	505
2015 Q4	$197K	Hold	52,593	–	–	﹤0.01%	451
2015 Q3	$201K	Hold	52,593	–	–	0.01%	428
2015 Q2	$202K	Buy	+52,593	New	+$184K	0.01%	424

Other funds holding SNFCA

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Verdad Advisers Boston, Massachusetts $88.8M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Synovus Financial's SNFCA Position: Q4 2021 in Review

Synovus Financial sold out of Security National Financial (SNFCA) in Q4 2021, closing a stake of 60,760 shares — an estimated $392K sold.

Synovus Financial first reported a position in SNFCA in Q2 2015 and held it in 26 quarters. The position peaked at $891K in Q1 2021. 28 funds tracked by Wall St. Rank hold SNFCA as of Q4 2021.

Synovus Financial reported no remaining Security National Financial position as of Q4 2021 after selling out during the quarter.
Synovus Financial sold 60,760 Security National Financial shares in Q4 2021, an estimated $392K.
Synovus Financial first reported a position in Security National Financial in Q2 2015 and held it in 26 quarters.
Synovus Financial's Security National Financial position peaked at $891K in Q1 2021.
28 funds tracked by Wall St. Rank held Security National Financial as of Q4 2021.

Based on Synovus Financial's 13F filing for Q4 2021, filed 14 Feb 2022.