Creative Planning’s Southern Missouri Bancorp SMBC Stock Holding History

Creative Planning’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	$5.26M	Buy	69,035 +10,159	+17%	+$702K	﹤0.01%	1368
2026 Q1	$3.76M	Buy	58,876 +10,535	+22%	+$659K	﹤0.01%	1409
2025 Q4	$2.86M	Buy	48,341 +23,540	+95%	+$1.3M	﹤0.01%	1414
2025 Q3	$1.3M	Buy	24,801 +4,910	+25%	+$274K	﹤0.01%	1878
2025 Q2	$1.09M	Buy	19,891 +8,740	+78%	+$457K	﹤0.01%	1781
2025 Q1	$580K	Buy	11,151 +2,805	+34%	+$158K	﹤0.01%	2156
2024 Q4	$479K	Buy	8,346 +1,736	+26%	+$107K	﹤0.01%	2258
2024 Q3	$373K	Buy	6,610 +1,142	+21%	+$59.8K	﹤0.01%	2346
2024 Q2	$246K	Buy	+5,468	New	+$227K	﹤0.01%	2515

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

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's SMBC Position: Q2 2026 in Review

Creative Planning increased its Southern Missouri Bancorp (SMBC) stake by 17% in Q2 2026, buying an estimated $702K and bringing the position to 69,035 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Creative Planning first reported a position in SMBC in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

Creative Planning held 69,035 shares of Southern Missouri Bancorp worth $5.26M as of Q2 2026.
Creative Planning bought 10,159 Southern Missouri Bancorp shares in Q2 2026, an estimated $702K.
Southern Missouri Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1368 holding.
Creative Planning first reported a position in Southern Missouri Bancorp in Q2 2024 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.