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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
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% +$2.75K 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

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

Balboa Wealth Partners's SMBC Position: Q2 2026 in Review

Balboa Wealth Partners held its Southern Missouri Bancorp (SMBC) position steady in Q2 2026 at 12,943 shares worth $986K. The position accounts for 0.13% of the portfolio, ranked #129.

Balboa Wealth Partners first reported a position in SMBC in Q3 2023 and has held it in 12 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Balboa Wealth Partners held 12,943 shares of Southern Missouri Bancorp worth $986K as of Q2 2026.
  • Balboa Wealth Partners left its Southern Missouri Bancorp share count unchanged in Q2 2026.
  • Southern Missouri Bancorp made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Balboa Wealth Partners first reported a position in Southern Missouri Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.