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Covestor’s Southern Missouri Bancorp SMBC Stock Holding History

Covestor’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 		$1K Sell
7
-3
-30% -$207 ﹤0.01% 2331
2026
Q1 		$1K Sell
10
-15
-60% -$938 ﹤0.01% 2146
2025
Q4 		$2K Hold
25
– – ﹤0.01% 1955
2025
Q3 		$1K Sell
25
-3
-11% -$167 ﹤0.01% 2176
2025
Q2 		$2K Sell
28
-4
-13% -$209 ﹤0.01% 1891
2025
Q1 		$2K Sell
32
-12
-27% -$677 ﹤0.01% 1883
2024
Q4 		$3K Buy
44
+22
+100% +$1.35K ﹤0.01% 1825
2024
Q3 		$1K Buy
22
+4
+22% +$209 ﹤0.01% 2094
2024
Q2 		$1K Sell
18
-3
-14% -$125 ﹤0.01% 2118
2024
Q1 		$1K Buy
21
+20
+2,000% +$901 ﹤0.01% 2106
2023
Q4 		$0 Sell
1
-2
-67% -$89 ﹤0.01% 2669
2023
Q3 		$0 Sell
3
-4
-57% -$171 ﹤0.01% 2661
2023
Q2 		$0 Sell
7
-1
-13% -$37 ﹤0.01% 2602
2023
Q1 		$0 Buy
8
+2
+33% +$90 ﹤0.01% 2534
2022
Q4 		$0 Sell
6
-1
-14% -$50 ﹤0.01% 2554
2022
Q3 		$0 Buy
+7
New +$358 ﹤0.01% 2547

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

Covestor's SMBC Position: Q2 2026 in Review

Covestor reduced its Southern Missouri Bancorp (SMBC) stake by 30% in Q2 2026, selling an estimated $207 and leaving 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Covestor first reported a position in SMBC in Q3 2022 and has held it in 16 quarters since. The position peaked at $3K in Q4 2024. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Covestor held 7 shares of Southern Missouri Bancorp worth $1K as of Q2 2026.
  • Covestor sold 3 Southern Missouri Bancorp shares in Q2 2026, an estimated $207.
  • Southern Missouri Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2331 holding.
  • Covestor first reported a position in Southern Missouri Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Southern Missouri Bancorp position peaked at $3K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.