EWA
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EverSource Wealth Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

EverSource Wealth 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 		$7.09K Sell
93
-12
-11% -$829 ﹤0.01% 3109
2026
Q1 		$6.71K Buy
105
+44
+72% +$2.75K ﹤0.01% 3118
2025
Q4 		$3.61K Buy
61
+53
+663% +$2.94K ﹤0.01% 3254
2025
Q3 		$420 Sell
8
-1
-11% -$56 ﹤0.01% 3991
2025
Q2 		$493 Buy
+9
New +$470 ﹤0.01% 3903
2025
Q1 		– Sell
-1
Closed -$56 – 4162
2024
Q4 		$57 Buy
+1
New +$61 ﹤0.01% 3621

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

EverSource Wealth Advisors's SMBC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southern Missouri Bancorp (SMBC) stake by 11% in Q2 2026, selling an estimated $829 and leaving 93 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

EverSource Wealth Advisors first reported a position in SMBC in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • EverSource Wealth Advisors held 93 shares of Southern Missouri Bancorp worth $7.09K as of Q2 2026.
  • EverSource Wealth Advisors sold 12 Southern Missouri Bancorp shares in Q2 2026, an estimated $829.
  • Southern Missouri Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3109 holding.
  • EverSource Wealth Advisors first reported a position in Southern Missouri Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.