Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Forvis Mazars 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
2025
Q1 		– Sell
-19,909
Closed -$1.14M – 420
2024
Q4 		$1.14M Buy
19,909
+200
+1% +$12.3K 0.03% 209
2024
Q3 		$1.11M Buy
+19,709
New +$1.03M 0.03% 220
2024
Q2 		– Sell
-19,709
Closed -$861K – 410
2024
Q1 		$861K Buy
+19,709
New +$888K 0.02% 228

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
FJ Capital Management
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Raffles Associates
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SMBC Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Southern Missouri Bancorp (SMBC) in Q1 2025, closing a stake of 19,909 shares — an estimated $1.14M sold.

Forvis Mazars Wealth Advisors first reported a position in SMBC in Q1 2024 and held it in 3 quarters. The position peaked at $1.14M in Q4 2024. 112 funds tracked by Wall St. Rank hold SMBC as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Southern Missouri Bancorp position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 19,909 Southern Missouri Bancorp shares in Q1 2025, an estimated $1.14M.
  • Forvis Mazars Wealth Advisors first reported a position in Southern Missouri Bancorp in Q1 2024 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Southern Missouri Bancorp position peaked at $1.14M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.