FJ Capital Management’s Southern Missouri Bancorp SMBC Stock Holding History

FJ Capital Management’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	$12.9M	Sell	202,427 -98,517	-33%	-$6.16M	1.46%	18
2025 Q4	$17.8M	Hold	300,944	–	–	1.96%	15
2025 Q3	$15.8M	Buy	300,944 +18,002	+6%	+$1M	1.69%	19
2025 Q2	$15.5M	Sell	282,942 -69,163	-20%	-$3.61M	1.64%	20
2025 Q1	$18.3M	Sell	352,105 -12,595	-3%	-$711K	1.9%	21
2024 Q4	$20.9M	Sell	364,700 -66,987	-16%	-$4.11M	2.43%	13
2024 Q3	$24.4M	Sell	431,687 -64,664	-13%	-$3.38M	2.56%	13
2024 Q2	$22.3M	Sell	496,351 -108,642	-18%	-$4.52M	2.34%	17
2024 Q1	$26.4M	Sell	604,993 -3,271	-0.5%	-$147K	2.69%	16
2023 Q4	$32.5M	Sell	608,264 -130,107	-18%	-$5.79M	3.26%	11
2023 Q3	$28.6M	Hold	738,371	–	–	3.23%	7
2023 Q2	$28.4M	Sell	738,371 -44,032	-6%	-$1.62M	3.62%	5
2023 Q1	$29.3M	Buy	782,403 +357,093	+84%	+$16.1M	3.62%	4
2022 Q4	$19.5M	Buy	425,310 +79,310	+23%	+$3.99M	2.31%	17
2022 Q3	$17.6M	Hold	346,000	–	–	2.11%	18
2022 Q2	$15.6M	Sell	346,000 -5,304	-2%	-$240K	1.5%	25
2022 Q1	$17.5M	Buy	351,304 +304	+0.1%	+$16.1K	1.49%	22
2021 Q4	$18.3M	Hold	351,000	–	–	1.53%	24
2021 Q3	$15.8M	Sell	351,000 -356,000	-50%	-$15.9M	1.35%	26
2021 Q2	$31.8M	Sell	707,000 -100	-0%	-$4.32K	2.66%	8
2021 Q1	$27.9M	Buy	707,100 +100	+0%	+$3.58K	2.32%	11
2020 Q4	$21.5M	Buy	707,000 +57,000	+9%	+$1.58M	2.4%	11
2020 Q3	$15.3M	Hold	650,000	–	–	2.41%	14
2020 Q2	$15.8M	Hold	650,000	–	–	2.45%	13
2020 Q1	$15.8M	Hold	650,000	–	–	2.79%	9
2019 Q4	$24.9M	Hold	650,000	–	–	2.67%	10
2019 Q3	$23.7M	Hold	650,000	–	–	2.46%	10
2019 Q2	$22.6M	Sell	650,000 -37,287	-5%	-$1.22M	2.17%	13
2019 Q1	$21.2M	Sell	687,287 -28,713	-4%	-$988K	2.19%	12
2018 Q4	$24.3M	Buy	716,000 +32,700	+5%	+$1.14M	2.84%	8
2018 Q3	$25.5M	Hold	683,300	–	–	2.83%	9
2018 Q2	$26.7M	Hold	683,300	–	–	2.96%	9
2018 Q1	$23.1M	Buy	683,300 +3,700	+0.5%	+$137K	2.84%	9
2017 Q4	$25.5M	Sell	679,600 -400	-0.1%	-$15.3K	3.2%	7
2017 Q3	$24.8M	Buy	680,000 +500	+0.1%	+$16.2K	3.01%	7
2017 Q2	$21.9M	Buy	679,500 +218,000	+47%	+$7.19M	2.77%	8
2017 Q1	$16.4M	Buy	461,500 +16,200	+4%	+$557K	2.26%	15
2016 Q4	$15.8M	Buy	445,300 +9,300	+2%	+$264K	2.34%	14
2016 Q3	$10.9M	Buy	436,000 +27,000	+7%	+$666K	2.08%	15
2016 Q2	$9.63M	Buy	409,000 +119,000	+41%	+$2.87M	1.91%	18
2016 Q1	$6.97M	Buy	290,000 +10,000	+4%	+$235K	1.37%	24
2015 Q4	$6.7M	Buy	280,000 +97,000	+53%	+$2.21M	1.22%	26
2015 Q3	$3.79M	Buy	183,000 +43,000	+31%	+$851K	0.83%	32
2015 Q2	$2.63M	Buy	140,000 +13,000	+10%	+$248K	0.63%	34
2015 Q1	$2.39M	Buy	127,000 +43,212	+52%	+$813K	0.67%	33
2014 Q4	$1.59M	Hold	83,788	–	–	0.49%	40
2014 Q3	$1.5M	Buy	83,788 +16,000	+24%	+$283K	0.56%	37
2014 Q2	$1.21M	Hold	67,788	–	–	0.46%	38
2014 Q1	$1.2M	Buy	67,788 +30,588	+82%	+$518K	0.68%	34
2013 Q4	$619K	Buy	+37,200	New	+$577K	0.42%	43

Other funds holding SMBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FJ Capital Management's SMBC Position: Q1 2026 in Review

FJ Capital Management reduced its Southern Missouri Bancorp (SMBC) stake by 33% in Q1 2026, selling an estimated $6.16M and leaving 202,427 shares worth $12.9M. The position accounts for 1.46% of the portfolio, ranked #18.

FJ Capital Management first reported a position in SMBC in Q4 2013 and has held it in 50 quarters since. The position peaked at $32.5M in Q4 2023. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

FJ Capital Management held 202,427 shares of Southern Missouri Bancorp worth $12.9M as of Q1 2026.
FJ Capital Management sold 98,517 Southern Missouri Bancorp shares in Q1 2026, an estimated $6.16M.
Southern Missouri Bancorp made up 1.46% of FJ Capital Management's portfolio in Q1 2026, its #18 holding.
FJ Capital Management first reported a position in Southern Missouri Bancorp in Q4 2013 and has held it in 50 quarters since.
FJ Capital Management's Southern Missouri Bancorp position peaked at $32.5M in Q4 2023.
148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.