Brandywine Global Investment Management’s Southern Missouri Bancorp SMBC Stock Holding History

Brandywine Global Investment Management’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
2025 Q4	$1.37M	Sell	23,232 -800	-3%	-$44.3K	0.01%	516
2025 Q3	$1.26M	Sell	24,032 -900	-4%	-$50.2K	0.01%	530
2025 Q2	$1.37M	Sell	24,932 -900	-3%	-$47K	0.01%	519
2025 Q1	$1.34M	Sell	25,832 -1,107	-4%	-$62.5K	0.01%	503
2024 Q4	$1.55M	Sell	26,939 -1,000	-4%	-$61.4K	0.01%	498
2024 Q3	$1.64M	Sell	27,939 -707	-2%	-$37K	0.01%	556
2024 Q2	$1.29M	Sell	28,646 -1,316	-4%	-$54.7K	0.01%	605
2024 Q1	$1.31M	Sell	29,962 -205	-0.7%	-$9.23K	0.01%	609
2023 Q4	$1.61M	Buy	+30,167	New	+$1.34M	0.01%	594

Other funds holding SMBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Brandywine Global Investment Management's SMBC Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Southern Missouri Bancorp (SMBC) stake by 3.3% in Q4 2025, selling an estimated $44.3K and leaving 23,232 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #516.

Brandywine Global Investment Management first reported a position in SMBC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2024. 147 funds tracked by Wall St. Rank hold SMBC as of Q4 2025.

Brandywine Global Investment Management held 23,232 shares of Southern Missouri Bancorp worth $1.37M as of Q4 2025.
Brandywine Global Investment Management sold 800 Southern Missouri Bancorp shares in Q4 2025, an estimated $44.3K.
Southern Missouri Bancorp made up 0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #516 holding.
Brandywine Global Investment Management first reported a position in Southern Missouri Bancorp in Q4 2023 and has held it in 9 quarters since.
Brandywine Global Investment Management's Southern Missouri Bancorp position peaked at $1.64M in Q3 2024.
147 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.