SMEAD FUNDS

What this means for you

Not registered yet, but its 06 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99429073

Mark type

Design + words

Filed

06 Oct 2025

Goods and services

• Class 036 — Insurance and financial services: Investment advice; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Advice relating to investments; Financial management relating to investments; Financial consulting services, namely, advising others regarding intellectual property investments; Providing information and research in the field of finance and financial investments; Investment of funds; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advisory services; Equity capital investment; Investment consultation; Investment management; Investment fund management services; Mutual funds and capital investment; Family office investment advisory services; Investment of funds for others; Financial investment analysis and stock research; Management of a capital investment fund; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Financial management in the field of securities; Providing information regarding financial investment strategies for securities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others

Owner

• Smead Capital Management, Phoenix, AZ, US

Prosecution history

• 09 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 09 Mar 2026 — NON-FINAL ACTION E-MAILED
• 09 Mar 2026 — NON-FINAL ACTION WRITTEN
• 24 Feb 2026 — ASSIGNED TO EXAMINER
• 23 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 23 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 06 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 06 Oct 2025 — NEW APPLICATION ENTERED