Integrated Wealth Concepts’s Southern Missouri Bancorp SMBC Stock Holding History

Integrated Wealth Concepts’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	$23.3K	Buy	+306	New	+$21.1K	﹤0.01%	3963

Other funds holding SMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's SMBC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Southern Missouri Bancorp (SMBC) in Q2 2026: 306 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #3963 among its holdings.

151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

Integrated Wealth Concepts held 306 shares of Southern Missouri Bancorp worth $23.3K as of Q2 2026.
Southern Missouri Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Southern Missouri Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3963 holding.
151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.