Fulton Bank, N.A. SVFYX holdings history
SMEAD VALUE FUND-Y · CUSIP 83178C709 · CIK 883782
As of 2026-06-30, Fulton Bank, N.A. reported 790.02K SVFYX (shares), valued at $75.34M, or 2.30% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 0.90%; reported value increased 6.50%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.30% | 790,018 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 2.49% | 797,217 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 2.31% | 816,257 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 2.46% | 848,492 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.35% | 846,946 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 2.83% | 912,545 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 2.78% | 913,149 | SEC filing ↗Filed Jan 8, 2025 |
| Q3 2024 | 3.03% | 932,858 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 3.08% | 941,370 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 3.29% | 949,493 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 3.39% | 987,228 | SEC filing ↗Filed Jan 24, 2024Amended |
| Q3 2023 | 3.44% | 1,019,815 | SEC filing ↗Filed Oct 4, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.44% | 1,019,815 | $69.14M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 4, 2023 |
| Q4 2023 | 3.39% | 987,228 | $75.32M | Shares decreased 3.20%; reported value increased 8.93%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 3.29% | 949,493 | $80.35M | Shares decreased 3.82%; reported value increased 6.68%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 3.08% | 941,370 | $76.07M | Shares decreased 0.86%; reported value decreased 5.32%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 3.03% | 932,858 | $79.31M | Shares decreased 0.90%; reported value increased 4.26%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 2.78% | 913,149 | $72.24M | Shares decreased 2.11%; reported value decreased 8.92%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2025 |
| Q1 2025 | 2.83% | 912,545 | $70.06M | Shares decreased 0.07%; reported value decreased 3.02%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 2.35% | 846,946 | $63.51M | Shares decreased 7.19%; reported value decreased 9.34%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 2.46% | 848,492 | $70.51M | Shares increased 0.18%; reported value increased 11.02%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.31% | 816,257 | $66.71M | Shares decreased 3.80%; reported value decreased 5.39%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 2.49% | 797,217 | $70.75M | Shares decreased 2.33%; reported value increased 6.04%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 2.30% | 790,018 | $75.34M | Shares decreased 0.90%; reported value increased 6.50%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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