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Security National Financial shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $640k 66k 9.74
2024-06-30 $300k 38k 7.99
2024-03-31 $395k 50k 7.91
2023-12-31 $283k 32k 9.00
2023-09-30 $246k 31k 7.84
2023-06-30 $138k 16k 8.87
2022-09-30 $80k 13k 6.37
2022-06-30 $106k 13k 8.45
2021-09-30 $161k 20k 8.24
2021-06-30 $213k 24k 8.73
2021-03-31 $204k 22k 9.37
2020-12-31 $228k 27k 8.34
2020-09-30 $145k 23k 6.38
2020-06-30 $57k 8.5k 6.68
2016-06-30 $52k 11k 4.90
2016-03-31 $11k 2.1k 5.26
2015-12-31 $10k 1.6k 6.29
2015-09-30 $11k 1.6k 6.96