IAA
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Independent Advisor Alliance’s Southern Missouri Bancorp SMBC Stock Holding History

Independent Advisor Alliance’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 		$740K Sell
9,711
-996
-9% -$68.8K 0.02% 541
2026
Q1 		$685K Buy
10,707
+7
+0.1% +$438 0.01% 995
2025
Q4 		$633K Sell
10,700
-800
-7% -$44.3K 0.02% 586
2025
Q3 		$604K Sell
11,500
-355
-3% -$19.8K 0.02% 569
2025
Q2 		$649K Hold
11,855
– – 0.02% 511
2025
Q1 		$617K Sell
11,855
-1
-0% -$56 0.02% 477
2024
Q4 		$680K Buy
11,856
+1
+0% +$61 0.01% 845
2024
Q3 		$670K Hold
11,855
– – 0.02% 399
2024
Q2 		$534K Hold
11,855
– – 0.02% 449
2024
Q1 		$518K Hold
11,855
– – 0.02% 449
2023
Q4 		$633K Hold
11,855
– – 0.02% 389
2023
Q3 		$459K Sell
11,855
-6,000
-34% -$257K 0.02% 429
2023
Q2 		$687K Hold
17,855
– – 0.03% 359
2023
Q1 		$668K Hold
17,855
– – 0.03% 359
2022
Q4 		$818 Hold
17,855
– – ﹤0.01% 310
2022
Q3 		$911K Hold
17,855
– – 0.05% 274
2022
Q2 		$808K Hold
17,855
– – 0.05% 300
2022
Q1 		$892K Hold
17,855
– – 0.04% 294
2021
Q4 		$931K Hold
17,855
– – 0.05% 290
2021
Q3 		$802K Hold
17,855
– – 0.04% 294
2021
Q2 		$803K Hold
17,855
– – 0.04% 307
2021
Q1 		$704K Sell
17,855
-2,880
-14% -$103K 0.04% 309
2020
Q4 		$631K Hold
20,735
– – 0.04% 303
2020
Q3 		$489K Hold
20,735
– – 0.04% 303
2020
Q2 		$504K Hold
20,735
– – 0.05% 270
2020
Q1 		$503K Buy
+20,735
New +$702K 0.07% 214

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

Independent Advisor Alliance's SMBC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Southern Missouri Bancorp (SMBC) stake by 9.3% in Q2 2026, selling an estimated $68.8K and leaving 9,711 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #541.

Independent Advisor Alliance first reported a position in SMBC in Q1 2020 and has held it in 26 quarters since. The position peaked at $931K in Q4 2021. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Independent Advisor Alliance held 9,711 shares of Southern Missouri Bancorp worth $740K as of Q2 2026.
  • Independent Advisor Alliance sold 996 Southern Missouri Bancorp shares in Q2 2026, an estimated $68.8K.
  • Southern Missouri Bancorp made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #541 holding.
  • Independent Advisor Alliance first reported a position in Southern Missouri Bancorp in Q1 2020 and has held it in 26 quarters since.
  • Independent Advisor Alliance's Southern Missouri Bancorp position peaked at $931K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.