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Allworth Financial’s Southern Missouri Bancorp SMBC Stock Holding History

Allworth Financial’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Buy
335
+110
+49% +$7.6K ﹤0.01% 3002
2026
Q1 		$14.4K Buy
225
+78
+53% +$4.88K ﹤0.01% 3233
2025
Q4 		$8.69K Buy
147
+135
+1,125% +$7.48K ﹤0.01% 3365
2025
Q3 		$631 Hold
12
– – ﹤0.01% 4376
2025
Q2 		$658 Buy
12
+5
+71% +$261 ﹤0.01% 4067
2025
Q1 		$371 Hold
7
– – ﹤0.01% 3755
2024
Q4 		$394 Hold
7
– – ﹤0.01% 3662
2024
Q3 		$396 Hold
7
– – ﹤0.01% 3473
2024
Q2 		$339 Buy
+7
New +$291 ﹤0.01% 3466

Other funds holding SMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's SMBC Position: Q2 2026 in Review

Allworth Financial increased its Southern Missouri Bancorp (SMBC) stake by 49% in Q2 2026, buying an estimated $7.6K and bringing the position to 335 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Allworth Financial first reported a position in SMBC in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Allworth Financial held 335 shares of Southern Missouri Bancorp worth $25.5K as of Q2 2026.
  • Allworth Financial bought 110 Southern Missouri Bancorp shares in Q2 2026, an estimated $7.6K.
  • Southern Missouri Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3002 holding.
  • Allworth Financial first reported a position in Southern Missouri Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.