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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
Q2 		$535 Buy
+7
New +$484 ﹤0.01% 2901
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Clearstead Advisors's SMBC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Southern Missouri Bancorp (SMBC) in Q2 2026: 7 shares worth $535. The stake represents ﹤0.01% of the portfolio and ranks #2901 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SMBC as recently as Q4 2025.

Clearstead Advisors first reported a position in SMBC in Q4 2025 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Clearstead Advisors held 7 shares of Southern Missouri Bancorp worth $535 as of Q2 2026.
  • Southern Missouri Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2901 holding.
  • Clearstead Advisors first reported a position in Southern Missouri Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.