13FBOX
SMEAD FDS TR VALUE FD CL Y · 13F Institutional Holdings
Options Calculator Rankings
Home › Stock › SMEAD FDS TR VALUE FD CL Y
S

SMEAD FDS TR VALUE FD CL Y

SVFYX
Institutions
1
Combined AUM (Q2 2026)
$831,961
Combined Shares (Q2 2026)
9,375
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈ —
📤 Outflow (Q1 2026→Q2 2026)
-787,842
1 · 0 Exit · ≈ —
⚖️ Net
-787,842
—
Net Sell
💰 Net Value
≈ —
—
est. price —
⏳
Latest AUM (Q2 2026)
$831,961
Institutions
1
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FULTON BANK, N.A.
0.05%1.54%#1$831,9619,375$70.7M797,217-787,842-98.82%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-11 12:44 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

Contact: service13f@outlook.com