BTC Capital Management’s Southern Missouri Bancorp SMBC Stock Holding History

BTC Capital 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	–	Sell	-8,656	Closed	-$455K	–	213
2025 Q3	$455K	Sell	8,656 -2,136	-20%	-$119K	0.03%	173
2025 Q2	$591K	Hold	10,792	–	–	0.05%	154
2025 Q1	$561K	Hold	10,792	–	–	0.05%	150
2024 Q4	$619K	Sell	10,792 -163	-1%	-$10K	0.06%	148
2024 Q3	$619K	Sell	10,955 -3,690	-25%	-$193K	0.06%	154
2024 Q2	$659K	Sell	14,645 -3,690	-20%	-$153K	0.06%	148
2024 Q1	$801K	Buy	+18,335	New	+$826K	0.07%	140
2023 Q3	$995K	Sell	25,715 -2,460	-9%	-$105K	0.11%	131
2023 Q2	$1.08M	Buy	+28,175	New	+$1.04M	0.12%	129

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

BTC Capital Management's SMBC Position: Q4 2025 in Review

BTC Capital Management sold out of Southern Missouri Bancorp (SMBC) in Q4 2025, closing a stake of 8,656 shares — an estimated $455K sold.

BTC Capital Management first reported a position in SMBC in Q2 2023 and held it in 9 quarters. The position peaked at $1.08M in Q2 2023. 147 funds tracked by Wall St. Rank hold SMBC as of Q4 2025.

BTC Capital Management reported no remaining Southern Missouri Bancorp position as of Q4 2025 after selling out during the quarter.
BTC Capital Management sold 8,656 Southern Missouri Bancorp shares in Q4 2025, an estimated $455K.
BTC Capital Management first reported a position in Southern Missouri Bancorp in Q2 2023 and held it in 9 quarters.
BTC Capital Management's Southern Missouri Bancorp position peaked at $1.08M in Q2 2023.
147 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2025.

Based on BTC Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.