Ubs Group Ag Security National Financial Corp Transaction History

Ubs Group Ag

$611 Billion
Q3 2025

A detailed history of Ubs Group Ag transactions in Security National Financial Corp stock. As of the latest transaction made, Ubs Group Ag holds 12,344 shares of SNFCA stock, worth $101,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,344

Previous 6,193 99.32%

Holding current value

$101,714

Previous $61,000 73.77%

% of portfolio

0.0%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$8.35 - $10.41 $51,360 - $64,031	6,151 Added 99.32%	12,344 $106,000
Q2 2025 Aug 14, 2025	SELL	$8.96 - $11.35 $55,059 - $69,745	-6,145 Reduced 49.81%	6,193 $61,000
Q1 2025 May 13, 2025	SELL	$11.31 - $13.46 $59,535 - $70,853	-5,264 Reduced 29.91%	12,338 $149,000
Q4 2024 Feb 14, 2025	BUY	$9.12 - $13.42 $159,745 - $235,064	17,516 Added 20367.44%	17,602 $211,000
Q3 2024 Nov 14, 2024	SELL	$7.45 - $9.19 $9,625 - $11,873	-1,292 Reduced 93.76%	86 $0

Q2 2024 Aug 13, 2024	SELL	$6.5 - $8.4 $73,320 - $94,752	-11,280 Reduced 89.11%	1,378 $11,000
Q1 2024 May 13, 2024	SELL	$7.62 - $9.04 $9,883 - $11,724	-1,297 Reduced 9.29%	12,658 $100,000
Q4 2023 Feb 09, 2024	BUY	$6.89 - $9.6 $48,429 - $67,478	7,029 Added 101.49%	13,955 $125,000
Q3 2023 Nov 09, 2023	SELL	$7.58 - $8.93 $136 - $160	-18 Reduced 0.26%	6,926 $54,000
Q2 2023 Aug 11, 2023	BUY	$6.33 - $8.87 $43,955 - $61,593	6,944 New	6,944 $61,000
Q4 2022 Feb 08, 2023	BUY	$5.58 - $7.57 $3,822 - $5,185	685 Added 76.97%	1,575 $11,000
Q3 2022 Nov 10, 2022	SELL	$5.65 - $8.61 $372 - $568	-66 Reduced 6.9%	890 $6,000
Q2 2022 Aug 10, 2022	SELL	$7.84 - $9.87 $8,279 - $10,422	-1,056 Reduced 52.49%	956 $8,000
Q1 2022 May 16, 2022	BUY	$8.53 - $9.86 $4,580 - $5,294	537 Added 36.41%	2,012 $20,000
Q4 2021 Feb 14, 2022	SELL	$7.81 - $9.17 $4,592 - $5,391	-588 Reduced 28.5%	1,475 $14,000
Q3 2021 Nov 15, 2021	BUY	$7.68 - $8.86 $1,935 - $2,232	252 Added 13.91%	2,063 $17,000
Q2 2021 Aug 13, 2021	SELL	$7.06 - $8.69 $9,502 - $11,696	-1,346 Reduced 42.64%	1,811 $16,000
Q1 2021 May 12, 2021	BUY	$7.69 - $9.56 $2,230 - $2,772	290 Added 10.12%	3,157 $30,000
Q4 2020 Feb 11, 2021	BUY	$5.82 - $8.08 $9,824 - $13,639	1,688 Added 143.17%	2,867 $24,000
Q3 2020 Nov 12, 2020	SELL	$5.03 - $6.33 $13,072 - $16,451	-2,599 Reduced 68.79%	1,179 $8,000
Q2 2020 Jul 31, 2020	BUY	$3.73 - $6.8 $9,448 - $17,224	2,533 Added 203.45%	3,778 $25,000
Q1 2020 May 01, 2020	SELL	$3.41 - $5.74 $722 - $1,216	-212 Reduced 14.55%	1,245 $5,000
Q4 2019 Feb 14, 2020	SELL	$4.36 - $5.47 $7,233 - $9,074	-1,659 Reduced 53.24%	1,457 $9,000
Q3 2019 Nov 14, 2019	SELL	$4.34 - $4.95 $14,591 - $16,641	-3,362 Reduced 51.9%	3,116 $15,000
Q2 2019 Aug 14, 2019	SELL	$4.32 - $5.12 $35,195 - $41,712	-8,147 Reduced 55.71%	6,478 $33,000
Q1 2019 May 14, 2019	BUY	$4.28 - $5.09 $58,434 - $69,493	13,653 Added 1404.63%	14,625 $69,000
Q4 2018 Feb 14, 2019	BUY	$4.46 - $5.1 $2,403 - $2,748	539 Added 124.48%	972 $5,000
Q3 2018 Nov 14, 2018	SELL	$4.36 - $4.79 $1,844 - $2,026	-423 Reduced 49.42%	433 $2,000
Q2 2018 Aug 14, 2018	SELL	$4.45 - $4.75 $3,413 - $3,643	-767 Reduced 47.26%	856 $4,000
Q1 2018 May 15, 2018	SELL	$3.74 - $4.66 $3,250 - $4,049	-869 Reduced 34.87%	1,623 $8,000
Q4 2017 Feb 14, 2018	BUY	$4.03 - $4.59 $1,648 - $1,877	409 Added 19.64%	2,492 $13,000
Q3 2017 Nov 14, 2017	BUY	$4.2 - $5.22 $4,561 - $5,668	1,086 Added 108.93%	2,083 $11,000
Q2 2017 Aug 14, 2017	BUY	N/A	236 Added 31.01%	997 $6,000
Q1 2017 Nov 14, 2017	BUY	N/A	761	761 $5,000

Others Institutions Holding SNFCA

# of Institutions

Shares Held

10.9M

Call Options Held

Put Options Held

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About SECURITY NATIONAL FINANCIAL CORP

Ticker SNFCA
Exchange NASDAQ
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 18,717,500
Market Cap $154M
Description
Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...

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