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JPL Wealth Management’s Southern Missouri Bancorp SMBC Stock Holding History

JPL Wealth Management’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 		$229 Hold
3
– – ﹤0.01% 1512
2026
Q1 		$192 Buy
+3
New +$188 ﹤0.01% 1417

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

JPL Wealth Management's SMBC Position: Q2 2026 in Review

JPL Wealth Management held its Southern Missouri Bancorp (SMBC) position steady in Q2 2026 at 3 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

JPL Wealth Management first reported a position in SMBC in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • JPL Wealth Management held 3 shares of Southern Missouri Bancorp worth $229 as of Q2 2026.
  • JPL Wealth Management left its Southern Missouri Bancorp share count unchanged in Q2 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1512 holding.
  • JPL Wealth Management first reported a position in Southern Missouri Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.