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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
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 $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

Balboa Wealth Partners's SMBC Position: Q1 2026 in Review

Balboa Wealth Partners held its Southern Missouri Bancorp (SMBC) position steady in Q1 2026 at 12,943 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #126.

Balboa Wealth Partners first reported a position in SMBC in Q3 2023 and has held it in 11 quarters since. The position peaked at $938K in Q4 2024. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Balboa Wealth Partners held 12,943 shares of Southern Missouri Bancorp worth $828K as of Q1 2026.
  • Balboa Wealth Partners left its Southern Missouri Bancorp share count unchanged in Q1 2026.
  • Southern Missouri Bancorp made up 0.14% of Balboa Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Balboa Wealth Partners first reported a position in Southern Missouri Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Balboa Wealth Partners's Southern Missouri Bancorp position peaked at $938K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.