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Clearstead Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$119 – 2778
2025
Q4 		$119 Buy
+2
New +$111 ﹤0.01% 2495

Other funds holding SMBC

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

Clearstead Advisors's SMBC Position: Q1 2026 in Review

Clearstead Advisors sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 2 shares — an estimated $119 sold.

Clearstead Advisors first reported a position in SMBC in Q4 2025 and held it in 1 quarter. The position peaked at $119 in Q4 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Clearstead Advisors reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Southern Missouri Bancorp shares in Q1 2026, an estimated $119.
  • Clearstead Advisors first reported a position in Southern Missouri Bancorp in Q4 2025 and held it in 1 quarter.
  • Clearstead Advisors's Southern Missouri Bancorp position peaked at $119 in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.