Number of Shares
50,703.00
Current Holdings Value*
$613,510.00
% of Portfolio
0.63%
Total Estimate Gain
$499,838.92
% of Total Estimate Gain
52.72%

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

As of 2025-03-31, BRIDGEWAY FUNDS INC held 50,703.00 shares of Security National Financial Corp(SNFCA), totaling $613,510.00. This investment constitutes 0.63% of their stock portfolio, and BRIDGEWAY FUNDS INC now holds 0.2% of the outstanding Security National Financial Corp(SNFCA) stock.

The initial trade took place in 2019Q3. And since then Ultra-Small Company Market Fund has made 1 purchases of SNFCA, at an average price of $5.87, for a total of 161,590.99 shares. In addition, there have been 3 sales at an average price of $8.50 for 110,887.99 shares. Based on historical transaction data and SNFCA's current price of $9.96, Ultra-Small Company Market Fund's estimated gain on his SNFCA holdings is $499,838.92, reflecting a 52.72% gain to date.

Ultra-Small Company Market Fund SNFCA ($9.96) Holding Chart

Ultra-Small Company Market Fund SNFCA ($9.96) 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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