Security National Financial shares owned by UBS Group
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Security National Financial
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Quarterly reported holdings in Security National Financial by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107k | 12k | 8.67 |
| 2025-06-30 | $61k | 6.2k | 9.85 |
| 2025-03-31 | $149k | 12k | 12.10 |
| 2024-12-31 | $212k | 18k | 12.03 |
| 2024-09-30 | $791 | 86 | 9.20 |
| 2024-06-30 | $11k | 1.4k | 7.99 |
| 2024-03-31 | $100k | 13k | 7.91 |
| 2023-12-31 | $126k | 14k | 9.00 |
| 2023-09-30 | $54k | 6.9k | 7.84 |
| 2023-06-30 | $62k | 6.9k | 8.87 |
| 2022-12-31 | $12k | 1.6k | 7.30 |
| 2022-09-30 | $6.0k | 890 | 6.74 |
| 2022-06-30 | $8.0k | 956 | 8.37 |
| 2022-03-31 | $20k | 2.0k | 9.94 |
| 2021-12-31 | $14k | 1.5k | 9.49 |
| 2021-09-30 | $17k | 2.1k | 8.24 |
| 2021-06-30 | $16k | 1.8k | 8.83 |
| 2021-03-31 | $30k | 3.2k | 9.50 |
| 2020-12-31 | $24k | 2.9k | 8.37 |
| 2020-09-30 | $8.0k | 1.2k | 6.79 |
| 2020-06-30 | $25k | 3.8k | 6.62 |
| 2020-03-31 | $5.0k | 1.2k | 4.02 |
| 2019-12-31 | $9.0k | 1.5k | 6.18 |
| 2019-09-30 | $15k | 3.1k | 4.81 |
| 2019-06-30 | $33k | 6.5k | 5.09 |
| 2019-03-31 | $69k | 15k | 4.72 |
| 2018-12-31 | $5.0k | 972 | 5.14 |
| 2018-09-30 | $2.0k | 433 | 4.62 |
| 2018-06-30 | $4.0k | 856 | 4.67 |
| 2018-03-31 | $8.0k | 1.6k | 4.93 |
| 2017-12-31 | $13k | 2.5k | 5.22 |
| 2017-09-30 | $11k | 2.1k | 5.28 |
| 2017-06-30 | $6.0k | 997 | 6.02 |
| 2017-03-31 | $5.0k | 761 | 6.57 |
| 2016-09-30 | $3.0k | 586 | 5.12 |
| 2016-03-31 | $8.0k | 1.6k | 5.01 |
| 2015-12-31 | $6.0k | 905 | 6.63 |
| 2015-09-30 | $4.0k | 650 | 6.15 |