Number of Shares
153,502.65
Current Holdings Value*
$1.77 Mil
% of Portfolio
2.25%
Total Estimate Gain
$730,937.46
% of Total Estimate Gain
65.42%

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

As of 2025-03-31, BRIDGEWAY FUNDS INC held 153,502.65 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 $5.02, for a total of 222,653.27 shares. In addition, there have been 5 sales at an average price of $7.37 for 69,150.62 shares. Based on historical transaction data and SNFCA's current price of $8.72, Ultra-Small Company Fund's estimated gain on his SNFCA holdings is $730,937.46, reflecting a 65.42% gain to date.

Ultra-Small Company Fund SNFCA ($8.72) Holding Chart

Ultra-Small Company Fund SNFCA ($8.72) 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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