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What smart money is saying about Standard Bank

SBK.JO

No fund has written a full thesis on Standard Bank in our archive, but 2 fund letters report a position in it, most recently Allan Gray Quarterly Commentary Vol. 3 in September 2026.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Standard Bank, with no move described.

Fund letters reporting a position in Standard Bank, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20261000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions

  • HoldsAllan Gray Quarterly Commentary Vol. 3
    September 2026

    Listed in Allan Gray Quarterly Commentary Vol. 3’s reported holdings.

    Standard Bank
  • HoldsTruffle Asset Management Fund Range
    June 2026
    “We built positions in Anheuser-Busch, Bidcorp and reduced exposure selling Capitec on valuation grounds, while retaining conviction in Standard Bank. This rotation added meaningfully to relative performance.”
    Standard Bank

Read the letters behind these Standard Bank positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.

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