Smead Value Fund-YSVFYX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$81.73avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Smead Value Fund-Y (SVFYX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($66.7M).
- Company
- Smead Value Fund-Y
- Filed as
- SMEAD FDS TR (Q4 2025)
- CUSIP
- 83178C709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 32,235 shares sold, net −32,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 2.31% | Reduce -3.8% | 816,257 | $66.7M |
"% of holder's portfolio" is SVFYX's weight in each manager's 13F, not the share of Smead Value Fund-Y the manager owns.