Ameriprise
SMBC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 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

Ameriprise's SMBC Position: Q1 2026 in Review

Ameriprise increased its Southern Missouri Bancorp (SMBC) stake by 106% in Q1 2026, buying an estimated $463K and bringing the position to 14,400 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Ameriprise first reported a position in SMBC in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.13M in Q2 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Ameriprise held 14,400 shares of Southern Missouri Bancorp worth $921K as of Q1 2026.
  • Ameriprise bought 7,400 Southern Missouri Bancorp shares in Q1 2026, an estimated $463K.
  • Southern Missouri Bancorp made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3330 holding.
  • Ameriprise first reported a position in Southern Missouri Bancorp in Q1 2019 and has held it in 22 quarters since.
  • Ameriprise's Southern Missouri Bancorp position peaked at $1.13M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.