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Clayton Financial Group’s Southern Missouri Bancorp SMBC Stock Holding History

Clayton Financial Group’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 		– Sell
-280,424
Closed -$17.9M – 484
2026
Q1 		$17.9M Hold
280,424
– – 9.21% 3
2025
Q4 		$16.6M Buy
+280,424
New +$15.5M 8.45% 3

Other funds holding SMBC

BlackRock
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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

Clayton Financial Group's SMBC Position: Q2 2026 in Review

Clayton Financial Group sold out of Southern Missouri Bancorp (SMBC) in Q2 2026, closing a stake of 280,424 shares — an estimated $17.9M sold.

Clayton Financial Group first reported a position in SMBC in Q4 2025 and held it in 2 quarters. The position peaked at $17.9M in Q1 2026. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Clayton Financial Group reported no remaining Southern Missouri Bancorp position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 280,424 Southern Missouri Bancorp shares in Q2 2026, an estimated $17.9M.
  • Clayton Financial Group first reported a position in Southern Missouri Bancorp in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Southern Missouri Bancorp position peaked at $17.9M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.