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
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All positions including Security National Financial held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Security National Financial by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 60k | 8.67 |
| 2025-06-30 | $809k | 82k | 9.85 |
| 2025-03-31 | $1.0M | 87k | 12.10 |
| 2024-12-31 | $1.1M | 94k | 12.03 |
| 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 |
More positions owned by O'shaughnessy Asset Management
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