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Epoch Investment Partners’s Southern Missouri Bancorp SMBC Stock Holding History

Epoch Investment Partners’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
-17,544
Closed -$1.04M – 264
2025
Q4 		$1.04M Sell
17,544
-9,320
-35% -$516K 0.01% 229
2025
Q3 		$1.41M Sell
26,864
-446
-2% -$24.9K 0.01% 232
2025
Q2 		$1.5M Hold
27,310
– – 0.01% 229
2025
Q1 		$1.42M Sell
27,310
-25,683
-48% -$1.45M 0.01% 235
2024
Q4 		$3.04M Buy
52,993
+280
+0.5% +$17.2K 0.01% 219
2024
Q3 		$2.98M Buy
52,713
+9,378
+22% +$491K 0.01% 236
2024
Q2 		$1.95M Sell
43,335
-201,796
-82% -$8.39M 0.01% 272
2024
Q1 		$10.7M Sell
245,131
-27,369
-10% -$1.23M 0.05% 249
2023
Q4 		$14.5M Buy
272,500
+12,375
+5% +$551K 0.07% 234
2023
Q3 		$10.1M Buy
260,125
+3,743
+1% +$160K 0.06% 258
2023
Q2 		$9.86M Sell
256,382
-10,993
-4% -$405K 0.06% 270
2023
Q1 		$10M Buy
267,375
+379
+0.1% +$17.1K 0.06% 273
2022
Q4 		$12.2M Sell
266,996
-12,749
-5% -$642K 0.07% 248
2022
Q3 		$14.3M Sell
279,745
-4,176
-1% -$213K 0.09% 219
2022
Q2 		$12.8M Sell
283,921
-10,697
-4% -$484K 0.08% 241
2022
Q1 		$14.7M Buy
294,618
+90,662
+44% +$4.81M 0.07% 241
2021
Q4 		$10.6M Buy
+203,956
New +$10.6M 0.05% 270

Other funds holding SMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Epoch Investment Partners's SMBC Position: Q1 2026 in Review

Epoch Investment Partners sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 17,544 shares — an estimated $1.04M sold.

Epoch Investment Partners first reported a position in SMBC in Q4 2021 and held it in 17 quarters. The position peaked at $14.7M in Q1 2022. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Epoch Investment Partners reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
  • Epoch Investment Partners sold 17,544 Southern Missouri Bancorp shares in Q1 2026, an estimated $1.04M.
  • Epoch Investment Partners first reported a position in Southern Missouri Bancorp in Q4 2021 and held it in 17 quarters.
  • Epoch Investment Partners's Southern Missouri Bancorp position peaked at $14.7M in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.