Security National Financial shares owned by Morgan Stanley
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Security National Financial
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Quarterly reported holdings in Security National Financial by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $469k | 48k | 9.85 |
| 2024-12-31 | $409k | 34k | 12.03 |
| 2024-09-30 | $297k | 32k | 9.20 |
| 2024-06-30 | $317k | 40k | 7.99 |
| 2024-03-31 | $357k | 45k | 7.91 |
| 2023-12-31 | $468k | 52k | 9.00 |
| 2023-09-30 | $271k | 35k | 7.84 |
| 2023-06-30 | $301k | 34k | 8.87 |
| 2022-12-31 | $199k | 27k | 7.30 |
| 2022-06-30 | $234k | 28k | 8.48 |
| 2022-03-31 | $332k | 33k | 10.00 |
| 2021-06-30 | $119k | 15k | 7.94 |
| 2020-12-31 | $170k | 20k | 8.37 |
| 2020-09-30 | $6.0k | 990 | 6.06 |
| 2020-06-30 | $19k | 2.9k | 6.62 |
| 2019-03-31 | $999 | 172 | 5.81 |
| 2018-12-31 | $2.0k | 309 | 6.47 |
| 2018-09-30 | $2.0k | 290 | 6.90 |
| 2018-03-31 | $0 | 50 | 0.00 |
| 2017-03-31 | $11k | 1.7k | 6.55 |
| 2016-12-31 | $10k | 1.6k | 6.25 |
| 2016-03-31 | $34k | 6.6k | 5.12 |
| 2015-12-31 | $41k | 6.3k | 6.49 |
| 2015-09-30 | $83k | 12k | 6.70 |
| 2015-06-30 | $86k | 13k | 6.70 |
| 2014-12-31 | $0 | 20 | 0.00 |
| 2014-09-30 | $0 | 494 | 0.00 |
| 2014-06-30 | $0 | 20 | 0.00 |
| 2014-03-31 | $0 | 20 | 0.00 |
| 2013-12-31 | $81k | 17k | 4.80 |
| 2013-09-30 | $149k | 25k | 6.07 |