Number of Shares
146,193.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
2.25%
Total Estimate Gain
$773,482.52
% of Total Estimate Gain
69.23%

Ultra-Small Company Fund's Security National Financial Corp Holding Summary

As of 2025-03-31, BRIDGEWAY FUNDS INC held 146,193.00 shares of Security National Financial Corp(SNFCA), totaling $1.77 Mil. This investment constitutes 2.25% of their stock portfolio, and BRIDGEWAY FUNDS INC now holds 0.59% of the outstanding Security National Financial Corp(SNFCA) stock.

The initial trade took place in 2019Q3. And since then Ultra-Small Company Fund has made 3 purchases of SNFCA, at an average price of $5.27, for a total of 212,051.22 shares. In addition, there have been 5 sales at an average price of $7.73 for 65,858.22 shares. Based on historical transaction data and SNFCA's current price of $9.45, Ultra-Small Company Fund's estimated gain on his SNFCA holdings is $773,482.52, reflecting a 69.23% gain to date.

Ultra-Small Company Fund SNFCA ($9.45) Holding Chart

Ultra-Small Company Fund SNFCA ($9.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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