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IEQ Capital’s Southern Missouri Bancorp SMBC Stock Holding History

IEQ Capital’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 		$647K Buy
8,484
+309
+4% +$21.3K ﹤0.01% 1296
2026
Q1 		$523K Buy
8,175
+1,070
+15% +$66.9K ﹤0.01% 1283
2025
Q4 		$420K Buy
+7,105
New +$393K ﹤0.01% 1412

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

IEQ Capital's SMBC Position: Q2 2026 in Review

IEQ Capital increased its Southern Missouri Bancorp (SMBC) stake by 3.8% in Q2 2026, buying an estimated $21.3K and bringing the position to 8,484 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

IEQ Capital first reported a position in SMBC in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • IEQ Capital held 8,484 shares of Southern Missouri Bancorp worth $647K as of Q2 2026.
  • IEQ Capital bought 309 Southern Missouri Bancorp shares in Q2 2026, an estimated $21.3K.
  • Southern Missouri Bancorp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1296 holding.
  • IEQ Capital first reported a position in Southern Missouri Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.