Fidelity Investments
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Fidelity Investments’s Southern Missouri Bancorp SMBC Stock Holding History

Fidelity Investments’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 		$2.2M Sell
34,477
-5,805
-14% -$363K ﹤0.01% 2606
2025
Q4 		$2.38M Sell
40,282
-542,778
-93% -$30.1M ﹤0.01% 2541
2025
Q3 		$30.6M Sell
583,060
-280,647
-32% -$15.6M ﹤0.01% 1622
2025
Q2 		$47.3M Sell
863,707
-283
-0% -$14.8K ﹤0.01% 1420
2025
Q1 		$44.9M Buy
863,990
+56,826
+7% +$3.21M ﹤0.01% 1396
2024
Q4 		$46.3M Buy
807,164
+18,305
+2% +$1.12M ﹤0.01% 1411
2024
Q3 		$44.6M Sell
788,859
-65,804
-8% -$3.44M ﹤0.01% 1427
2024
Q2 		$38.5M Buy
854,663
+21,758
+3% +$905K ﹤0.01% 1415
2024
Q1 		$36.4M Buy
832,905
+22,734
+3% +$1.02M ﹤0.01% 1441
2023
Q4 		$43.3M Buy
810,171
+3,084
+0.4% +$137K ﹤0.01% 1342
2023
Q3 		$31.2M Buy
807,087
+15,771
+2% +$674K ﹤0.01% 1428
2023
Q2 		$30.4M Buy
791,316
+249,240
+46% +$9.18M ﹤0.01% 1462
2023
Q1 		$20.3M Buy
542,076
+2,913
+0.5% +$131K ﹤0.01% 1607
2022
Q4 		$24.7M Sell
539,163
-140,388
-21% -$7.07M ﹤0.01% 1528
2022
Q3 		$34.7M Buy
679,551
+128,891
+23% +$6.59M ﹤0.01% 1390
2022
Q2 		$24.9M Sell
550,660
-75,246
-12% -$3.41M ﹤0.01% 1568
2022
Q1 		$31.3M Buy
625,906
+17,286
+3% +$918K ﹤0.01% 1592
2021
Q4 		$31.8M Buy
608,620
+30,688
+5% +$1.6M ﹤0.01% 1605
2021
Q3 		$25.9M Buy
577,932
+226,882
+65% +$10.2M ﹤0.01% 1713
2021
Q2 		$15.8M Buy
351,050
+174,300
+99% +$7.52M ﹤0.01% 1931
2021
Q1 		$6.97M Buy
176,750
+60,796
+52% +$2.18M ﹤0.01% 2159
2020
Q4 		$3.53M Buy
+115,954
New +$3.22M ﹤0.01% 2272
2019
Q1 		– Sell
-37,352
Closed -$1.27M – 4155
2018
Q4 		$1.27M Sell
37,352
-44,519
-54% -$1.55M ﹤0.01% 2372
2018
Q3 		$3.05M Sell
81,871
-2,541
-3% -$100K ﹤0.01% 2281
2018
Q2 		$3.29M Sell
84,412
-58,383
-41% -$2.13M ﹤0.01% 2243
2018
Q1 		$5.23M Sell
142,795
-1,122
-0.8% -$41.4K ﹤0.01% 2150
2017
Q4 		$5.41M Buy
+143,917
New +$5.49M ﹤0.01% 2150

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 $181M AUM 24.12% 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

Fidelity Investments's SMBC Position: Q1 2026 in Review

Fidelity Investments reduced its Southern Missouri Bancorp (SMBC) stake by 14% in Q1 2026, selling an estimated $363K and leaving 34,477 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Fidelity Investments first reported a position in SMBC in Q4 2017 and has held it in 27 quarters since. The position peaked at $47.3M in Q2 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Fidelity Investments held 34,477 shares of Southern Missouri Bancorp worth $2.2M as of Q1 2026.
  • Fidelity Investments sold 5,805 Southern Missouri Bancorp shares in Q1 2026, an estimated $363K.
  • Southern Missouri Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2606 holding.
  • Fidelity Investments first reported a position in Southern Missouri Bancorp in Q4 2017 and has held it in 27 quarters since.
  • Fidelity Investments's Southern Missouri Bancorp position peaked at $47.3M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.