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Amalgamated Bank’s Southern Missouri Bancorp SMBC Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-304
Closed -$18K – 2639
2025
Q4 		$18K Sell
304
-20
-6% -$1.11K ﹤0.01% 2166
2025
Q3 		$17K Hold
324
– – ﹤0.01% 2211
2025
Q2 		$18K Hold
324
– – ﹤0.01% 2161
2025
Q1 		$17K Hold
324
– – ﹤0.01% 2132
2024
Q4 		$19K Hold
324
– – ﹤0.01% 2140
2024
Q3 		$18K Hold
324
– – ﹤0.01% 2178
2024
Q2 		$15K Buy
324
+61
+23% +$2.54K ﹤0.01% 2248
2024
Q1 		$11K Sell
263
-450
-63% -$20.3K ﹤0.01% 2403
2023
Q4 		$38K Sell
713
-78
-10% -$3.47K ﹤0.01% 2366
2023
Q3 		$31K Hold
791
– – ﹤0.01% 2464
2023
Q2 		$30K Hold
791
– – ﹤0.01% 2532
2023
Q1 		$30K Sell
791
-199
-20% -$8.96K ﹤0.01% 2505
2022
Q4 		$45K Hold
990
– – ﹤0.01% 2470
2022
Q3 		$51K Hold
990
– – ﹤0.01% 2453
2022
Q2 		$45K Buy
990
+71
+8% +$3.21K ﹤0.01% 2546
2022
Q1 		$46K Buy
+919
New +$48.8K ﹤0.01% 2524

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Amalgamated Bank's SMBC Position: Q1 2026 in Review

Amalgamated Bank sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 304 shares — an estimated $18K sold.

Amalgamated Bank first reported a position in SMBC in Q1 2022 and held it in 16 quarters. The position peaked at $51K in Q3 2022. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Amalgamated Bank reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 304 Southern Missouri Bancorp shares in Q1 2026, an estimated $18K.
  • Amalgamated Bank first reported a position in Southern Missouri Bancorp in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Southern Missouri Bancorp position peaked at $51K in Q3 2022.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.