Jones Financial Companies
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Jones Financial Companies’s Southern Missouri Bancorp SMBC Stock Holding History

Jones Financial Companies’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 		$78.5K Buy
1,023
+3
+0.3% +$207 ﹤0.01% 2945
2026
Q1 		$63.7K Buy
1,020
+4
+0.4% +$250 ﹤0.01% 2855
2025
Q4 		$60.1K Buy
1,016
+886
+682% +$49.1K ﹤0.01% 2434
2025
Q3 		$7.05K Buy
130
+58
+81% +$3.23K ﹤0.01% 3216
2025
Q2 		$3.93K Hold
72
– – ﹤0.01% 3220
2025
Q1 		$3.75K Buy
+72
New +$4.07K ﹤0.01% 3049

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

Jones Financial Companies's SMBC Position: Q2 2026 in Review

Jones Financial Companies increased its Southern Missouri Bancorp (SMBC) stake by 0.29% in Q2 2026, buying an estimated $207 and bringing the position to 1,023 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Jones Financial Companies first reported a position in SMBC in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Jones Financial Companies held 1,023 shares of Southern Missouri Bancorp worth $78.5K as of Q2 2026.
  • Jones Financial Companies bought 3 Southern Missouri Bancorp shares in Q2 2026, an estimated $207.
  • Southern Missouri Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2945 holding.
  • Jones Financial Companies first reported a position in Southern Missouri Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.