Carson Wealth (CWM LLC)’s Southern Missouri Bancorp SMBC Stock Holding History

Carson Wealth (CWM LLC)’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	$256K	Buy	3,998 +995	+33%	+$62.2K	﹤0.01%	2514
2025 Q4	$178K	Buy	3,003 +2,433	+427%	+$135K	﹤0.01%	2661
2025 Q3	$30K	Buy	570 +118	+26%	+$6.58K	﹤0.01%	3887
2025 Q2	$25K	Sell	452 -28	-6%	-$1.46K	﹤0.01%	3778
2025 Q1	$25K	Buy	480 +124	+35%	+$7K	﹤0.01%	3519
2024 Q4	$20K	Buy	356 +20	+6%	+$1.23K	﹤0.01%	3446
2024 Q3	$19K	Buy	336 +130	+63%	+$6.8K	﹤0.01%	3404
2024 Q2	$9K	Buy	206 +117	+131%	+$4.87K	﹤0.01%	3627
2024 Q1	$4K	Buy	+89	New	+$4.01K	﹤0.01%	3788

Other funds holding SMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Southern Missouri Bancorp (SMBC) stake by 33% in Q1 2026, buying an estimated $62.2K and bringing the position to 3,998 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Carson Wealth (CWM LLC) first reported a position in SMBC in Q1 2024 and has held it in 9 quarters since. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

Carson Wealth (CWM LLC) held 3,998 shares of Southern Missouri Bancorp worth $256K as of Q1 2026.
Carson Wealth (CWM LLC) bought 995 Southern Missouri Bancorp shares in Q1 2026, an estimated $62.2K.
Southern Missouri Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2514 holding.
Carson Wealth (CWM LLC) first reported a position in Southern Missouri Bancorp in Q1 2024 and has held it in 9 quarters since.
148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.