Balboa Wealth Partners
SMBC icon

Balboa Wealth Partners’s Southern Missouri Bancorp SMBC Stock Holding History

Balboa Wealth Partners’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
Q3 		$918K Hold
12,943
– – 0.12% 137
2026
Q2 		$986K Hold
12,943
– – 0.13% 129
2026
Q1 		$828K Hold
12,943
– – 0.14% 126
2025
Q4 		$765K Buy
12,943
+57
+0.4% +$3.16K 0.13% 129
2025
Q3 		$677K Buy
12,886
+56
+0.4% +$3.12K 0.12% 141
2025
Q2 		$703K Buy
12,830
+55
+0.4% +$2.87K 0.14% 124
2025
Q1 		$665K Sell
12,775
-3,567
-22% -$201K 0.16% 109
2024
Q4 		$938K Buy
16,342
+47
+0.3% +$2.89K 0.21% 81
2024
Q3 		$920K Buy
16,295
+54
+0.3% +$2.83K 0.23% 86
2024
Q2 		$731K Buy
16,241
+66
+0.4% +$2.74K 0.19% 92
2024
Q1 		$707K Buy
16,175
+245
+2% +$11K 0.21% 91
2023
Q4 		$851K Hold
15,930
– – 0.28% 69
2023
Q3 		$616K Buy
+15,930
New +$681K 0.23% 80

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Balboa Wealth Partners's SMBC Position: Q3 2026 in Review

Balboa Wealth Partners held its Southern Missouri Bancorp (SMBC) position steady in Q3 2026 at 12,943 shares worth $918K. The position accounts for 0.12% of the portfolio, ranked #137.

Balboa Wealth Partners first reported a position in SMBC in Q3 2023 and has held it in 13 quarters since. The position peaked at $986K in Q2 2026. 118 funds tracked by Wall St. Rank hold SMBC as of Q3 2026.

  • Balboa Wealth Partners held 12,943 shares of Southern Missouri Bancorp worth $918K as of Q3 2026.
  • Balboa Wealth Partners left its Southern Missouri Bancorp share count unchanged in Q3 2026.
  • Southern Missouri Bancorp made up 0.12% of Balboa Wealth Partners's portfolio in Q3 2026, its #137 holding.
  • Balboa Wealth Partners first reported a position in Southern Missouri Bancorp in Q3 2023 and has held it in 13 quarters since.
  • Balboa Wealth Partners's Southern Missouri Bancorp position peaked at $986K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.