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Krilogy Financial’s Southern Missouri Bancorp SMBC Stock Holding History

Krilogy Financial’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 		$302K Sell
3,966
-51
-1% -$3.52K 0.01% 817
2026
Q1 		$264K Sell
4,017
-18
-0.4% -$1.13K 0.01% 794
2025
Q4 		$245K Buy
4,035
+149
+4% +$8.25K 0.01% 808
2025
Q3 		$209K Buy
+3,886
New +$217K 0.01% 811
2016
Q4 		– Sell
-2,800
Closed -$70K – 755
2016
Q3 		$70K Hold
2,800
– – 0.02% 253
2016
Q2 		$66K Hold
2,800
– – 0.02% 262
2016
Q1 		$67K Buy
+2,800
New +$65.9K 0.03% 226

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

Krilogy Financial's SMBC Position: Q2 2026 in Review

Krilogy Financial reduced its Southern Missouri Bancorp (SMBC) stake by 1.3% in Q2 2026, selling an estimated $3.52K and leaving 3,966 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #817.

Krilogy Financial first reported a position in SMBC in Q1 2016 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Krilogy Financial held 3,966 shares of Southern Missouri Bancorp worth $302K as of Q2 2026.
  • Krilogy Financial sold 51 Southern Missouri Bancorp shares in Q2 2026, an estimated $3.52K.
  • Southern Missouri Bancorp made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #817 holding.
  • Krilogy Financial first reported a position in Southern Missouri Bancorp in Q1 2016 and has held it in 7 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.