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Diversified Trust’s Southern Missouri Bancorp SMBC Stock Holding History

Diversified Trust’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 		$271K Buy
+3,556
New +$246K ﹤0.01% 952

Other funds holding SMBC

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Diversified Trust's SMBC Position: Q2 2026 in Review

Diversified Trust opened a new position in Southern Missouri Bancorp (SMBC) in Q2 2026: 3,556 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings.

9 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Diversified Trust held 3,556 shares of Southern Missouri Bancorp worth $271K as of Q2 2026.
  • Southern Missouri Bancorp was a new Diversified Trust position in Q2 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #952 holding.
  • 9 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.