Ameriprise
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Ameriprise’s Southern Missouri Bancorp SMBC Stock Holding History

Ameriprise’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 		$1.1M Buy
14,417
+17
+0.1% +$1.17K ﹤0.01% 3359
2026
Q1 		$921K Buy
14,400
+7,400
+106% +$463K ﹤0.01% 3330
2025
Q4 		$414K Hold
7,000
– – ﹤0.01% 3694
2025
Q3 		$368K Sell
7,000
-13,700
-66% -$764K ﹤0.01% 3733
2025
Q2 		$1.13M Hold
20,700
– – ﹤0.01% 3215
2025
Q1 		$1.08M Buy
20,700
+12,600
+156% +$711K ﹤0.01% 3183
2024
Q4 		$465K Hold
8,100
– – ﹤0.01% 3551
2024
Q3 		$458K Buy
+8,100
New +$424K ﹤0.01% 3512
2023
Q3 		– Sell
-10,500
Closed -$404K – 3964
2023
Q2 		$404K Sell
10,500
-3,412
-25% -$126K ﹤0.01% 3513
2023
Q1 		$520K Buy
13,912
+6,530
+88% +$294K ﹤0.01% 3418
2022
Q4 		$338K Hold
7,382
– – ﹤0.01% 3546
2022
Q3 		$377K Buy
+7,382
New +$377K ﹤0.01% 3495
2021
Q4 		– Sell
-5,946
Closed -$267K – 4041
2021
Q3 		$267K Sell
5,946
-2,071
-26% -$92.7K ﹤0.01% 3623
2021
Q2 		$360K Sell
8,017
-420
-5% -$18.1K ﹤0.01% 3579
2021
Q1 		$332K Buy
8,437
+64
+0.8% +$2.29K ﹤0.01% 3558
2020
Q4 		$254K Sell
8,373
-222
-3% -$6.17K ﹤0.01% 3559
2020
Q3 		$202K Hold
8,595
– – ﹤0.01% 3542
2020
Q2 		$209K Sell
8,595
-5,205
-38% -$120K ﹤0.01% 3483
2020
Q1 		$335K Buy
13,800
+4,300
+45% +$146K ﹤0.01% 3274
2019
Q4 		$364K Hold
9,500
– – ﹤0.01% 3434
2019
Q3 		$346K Hold
9,500
– – ﹤0.01% 3418
2019
Q2 		$331K Hold
9,500
– – ﹤0.01% 3458
2019
Q1 		$293K Buy
+9,500
New +$327K ﹤0.01% 3454

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

Ameriprise's SMBC Position: Q2 2026 in Review

Ameriprise increased its Southern Missouri Bancorp (SMBC) stake by 0.12% in Q2 2026, buying an estimated $1.17K and bringing the position to 14,417 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Ameriprise first reported a position in SMBC in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2025. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Ameriprise held 14,417 shares of Southern Missouri Bancorp worth $1.1M as of Q2 2026.
  • Ameriprise bought 17 Southern Missouri Bancorp shares in Q2 2026, an estimated $1.17K.
  • Southern Missouri Bancorp made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3359 holding.
  • Ameriprise first reported a position in Southern Missouri Bancorp in Q1 2019 and has held it in 23 quarters since.
  • Ameriprise's Southern Missouri Bancorp position peaked at $1.13M in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.