Lindbrook Capital’s Southern Missouri Bancorp SMBC Stock Holding History

Lindbrook Capital’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
2025 Q1	$10.2K	Hold	196	–	–	﹤0.01%	1645
2024 Q4	$11.2K	Hold	196	–	–	﹤0.01%	1596
2024 Q3	$11.1K	Hold	196	–	–	﹤0.01%	1619
2024 Q2	$8.82K	Buy	+196	New	+$8.15K	﹤0.01%	1695
2023 Q3	–	Sell	-8	Closed	-$308	–	2811
2023 Q2	$308	Sell	8 -2	-20%	-$74	﹤0.01%	2610
2023 Q1	$374	Sell	10 -105	-91%	-$4.72K	﹤0.01%	2657
2022 Q4	$5.27K	Buy	115 +70	+156%	+$3.52K	﹤0.01%	1798
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	2141
2022 Q2	$2K	Sell	45 -31	-41%	-$1.4K	﹤0.01%	2052
2022 Q1	$4K	Buy	+76	New	+$4.04K	﹤0.01%	1741

Other funds holding SMBC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lindbrook Capital's SMBC Position: Q1 2025 in Review

Lindbrook Capital held its Southern Missouri Bancorp (SMBC) position steady in Q1 2025 at 196 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Lindbrook Capital first reported a position in SMBC in Q1 2022 and has held it in 10 quarters since. The position peaked at $11.2K in Q4 2024. 112 funds tracked by Wall St. Rank hold SMBC as of Q1 2025.

Lindbrook Capital held 196 shares of Southern Missouri Bancorp worth $10.2K as of Q1 2025.
Lindbrook Capital left its Southern Missouri Bancorp share count unchanged in Q1 2025.
Southern Missouri Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1645 holding.
Lindbrook Capital first reported a position in Southern Missouri Bancorp in Q1 2022 and has held it in 10 quarters since.
Lindbrook Capital's Southern Missouri Bancorp position peaked at $11.2K in Q4 2024.
112 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.