Smead Value Fund-YSVFYX
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$83.10avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Smead Value Fund-Y (SVFYX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($70.5M).
- Company
- Smead Value Fund-Y
- Filed as
- SMEAD FDS TR (Q3 2025)
- CUSIP
- 83178C709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,546 shares bought, net +1,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 2.46% | Add +0.2% | 848,492 | $70.5M |
"% of holder's portfolio" is SVFYX's weight in each manager's 13F, not the share of Smead Value Fund-Y the manager owns.