UBS Group’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103K | Buy |
11,394
+1,064
| +10% | +$9.12K | ﹤0.01% | 6989 |
|
|
2025
Q4 | $88.6K | Sell |
10,330
-2,631
| -20% | -$21.2K | ﹤0.01% | 6961 |
|
|
2025
Q3 | $107K | Buy |
12,961
+6,133
| +90% | +$51.7K | ﹤0.01% | 7075 |
|
|
2025
Q2 | $61K | Sell |
6,828
-6,775
| -50% | -$60.7K | ﹤0.01% | 7609 |
|
|
2025
Q1 | $149K | Sell |
13,603
-5,803
| -30% | -$65.9K | ﹤0.01% | 6747 |
|
|
2024
Q4 | $212K | Buy |
19,406
+19,311
| +20,327% | +$194K | ﹤0.01% | 6414 |
|
|
2024
Q3 | $791 | Sell |
95
-1,500
| -94% | -$11.2K | ﹤0.01% | 8819 |
|
|
2024
Q2 | $11K | Sell |
1,595
-13,058
| -89% | -$83.1K | ﹤0.01% | 7664 |
|
|
2024
Q1 | $100K | Sell |
14,653
-1,502
| -9% | -$10.6K | ﹤0.01% | 6225 |
|
|
2023
Q4 | $126K | Buy |
16,155
+8,137
| +101% | +$55.9K | ﹤0.01% | 6052 |
|
|
2023
Q3 | $54.3K | Sell |
8,018
-422
| -5% | -$3K | ﹤0.01% | 6240 |
|
|
2023
Q2 | $61.6K | Buy |
+8,440
| New | +$53.7K | ﹤0.01% | 6359 |
|
|
2023
Q1 | – | Sell |
-1,914
| Closed | -$11.5K | – | 10308 |
|
|
2022
Q4 | $11.5K | Buy |
1,914
+832
| +77% | +$4.45K | ﹤0.01% | 8392 |
|
|
2022
Q3 | $6K | Sell |
1,082
-80
| -7% | -$494 | ﹤0.01% | 9062 |
|
|
2022
Q2 | $8K | Sell |
1,162
-1,406
| -55% | -$10.2K | ﹤0.01% | 8346 |
|
|
2022
Q1 | $20K | Buy |
2,568
+685
| +36% | +$5.17K | ﹤0.01% | 7457 |
|
|
2021
Q4 | $14K | Sell |
1,883
-750
| -28% | -$5.15K | ﹤0.01% | 8354 |
|
|
2021
Q3 | $17K | Buy |
2,633
+206
| +8% | +$1.4K | ﹤0.01% | 7348 |
|
|
2021
Q2 | $16K | Sell |
2,427
-1,804
| -43% | -$11.5K | ﹤0.01% | 7586 |
|
|
2021
Q1 | $30K | Buy |
4,231
+389
| +10% | +$2.71K | ﹤0.01% | 7017 |
|
|
2020
Q4 | $24K | Buy |
3,842
+2,262
| +143% | +$12.7K | ﹤0.01% | 6812 |
|
|
2020
Q3 | $8K | Sell |
1,580
-3,609
| -70% | -$16.9K | ﹤0.01% | 7042 |
|
|
2020
Q2 | $25K | Buy |
5,189
+3,479
| +203% | +$15K | ﹤0.01% | 6405 |
|
|
2020
Q1 | $5K | Sell |
1,710
-391
| -19% | -$1.5K | ﹤0.01% | 7318 |
|
|
2019
Q4 | $9K | Sell |
2,101
-2,393
| -53% | -$8.72K | ﹤0.01% | 7348 |
|
|
2019
Q3 | $15K | Sell |
4,494
-4,849
| -52% | -$16.9K | ﹤0.01% | 6916 |
|
|
2019
Q2 | $33K | Sell |
9,343
-11,750
| -56% | -$41.1K | ﹤0.01% | 6266 |
|
|
2019
Q1 | $69K | Buy |
21,093
+19,621
| +1,333% | +$70.1K | ﹤0.01% | 5331 |
|
|
2018
Q4 | $5K | Buy |
1,472
+816
| +124% | +$3.02K | ﹤0.01% | 7555 |
|
|
2018
Q3 | $2K | Sell |
656
-640
| -49% | -$2.22K | ﹤0.01% | 7751 |
|
|
2018
Q2 | $4K | Sell |
1,296
-1,162
| -47% | -$4.1K | ﹤0.01% | 7564 |
|
|
2018
Q1 | $8K | Sell |
2,458
-1,505
| -38% | -$4.8K | ﹤0.01% | 7015 |
|
|
2017
Q4 | $13K | Buy |
3,963
+651
| +20% | +$2.16K | ﹤0.01% | 6872 |
|
|
2017
Q3 | $11K | Buy |
3,312
+1,727
| +109% | +$6.53K | ﹤0.01% | 6835 |
|
|
2017
Q2 | $6K | Buy |
1,585
+375
| +31% | +$1.54K | ﹤0.01% | 7060 |
|
|
2017
Q1 | $5K | Buy |
+1,210
| New | +$5.27K | ﹤0.01% | 6997 |
|
|
2016
Q4 | – | Sell |
-978
| Closed | -$3K | – | 8016 |
|
|
2016
Q3 | $3K | Buy |
+978
| New | +$3.21K | ﹤0.01% | 7301 |
|
|
2016
Q2 | – | Sell |
-2,668
| Closed | -$8K | – | 7946 |
|
|
2016
Q1 | $8K | Buy |
2,668
+1,081
| +68% | +$3.65K | ﹤0.01% | 6794 |
|
|
2015
Q4 | $6K | Buy |
1,587
+447
| +39% | +$1.63K | ﹤0.01% | 7621 |
|
|
2015
Q3 | $4K | Sell |
1,140
-13,867
| -92% | -$57.1K | ﹤0.01% | 7840 |
|
|
2015
Q2 | $58K | Buy |
+15,007
| New | +$52.5K | ﹤0.01% | 5872 |
|
|
2015
Q1 | – | Sell |
-2,178
| Closed | -$7K | – | 9332 |
|
|
2014
Q4 | $7K | Buy |
+2,178
| New | +$5.98K | ﹤0.01% | 8717 |
|
Other funds holding SNFCA
MI
VCM
LI
VCM
RC
BCM
UBS Group's SNFCA Position: Q1 2026 in Review
UBS Group increased its Security National Financial (SNFCA) stake by 10% in Q1 2026, buying an estimated $9.12K and bringing the position to 11,394 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #6989.
UBS Group first reported a position in SNFCA in Q4 2014 and has held it in 42 quarters since. The position peaked at $212K in Q4 2024. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.
- UBS Group held 11,394 shares of Security National Financial worth $103K as of Q1 2026.
- UBS Group bought 1,064 Security National Financial shares in Q1 2026, an estimated $9.12K.
- Security National Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6989 holding.
- UBS Group first reported a position in Security National Financial in Q4 2014 and has held it in 42 quarters since.
- UBS Group's Security National Financial position peaked at $212K in Q4 2024.
- 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.