Marshall Wace’s Southern Missouri Bancorp SMBC Stock Holding History

Marshall Wace’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 Q1	–	Sell	-12,628	Closed	-$747K	–	3643
2025 Q4	$747K	Sell	12,628 -8,412	-40%	-$466K	﹤0.01%	2074
2025 Q3	$1.11M	Buy	21,040 +12,002	+133%	+$669K	﹤0.01%	1894
2025 Q2	$495K	Buy	+9,038	New	+$472K	﹤0.01%	2145
2020 Q2	–	Sell	-2,102	Closed	-$51K	–	1907
2020 Q1	$51K	Buy	+2,102	New	+$71.1K	﹤0.01%	1434
2019 Q4	–	Sell	-12,306	Closed	-$448K	–	2023
2019 Q3	$448K	Buy	+12,306	New	+$417K	﹤0.01%	1127
2019 Q2	–	Sell	-1,443	Closed	-$44K	–	1798
2019 Q1	$44K	Buy	+1,443	New	+$49.7K	﹤0.01%	1551

Other funds holding SMBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return

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

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

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

FCM

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

Marshall Wace's SMBC Position: Q1 2026 in Review

Marshall Wace sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 12,628 shares — an estimated $747K sold.

Marshall Wace first reported a position in SMBC in Q1 2019 and held it in 6 quarters. The position peaked at $1.11M in Q3 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

Marshall Wace reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 12,628 Southern Missouri Bancorp shares in Q1 2026, an estimated $747K.
Marshall Wace first reported a position in Southern Missouri Bancorp in Q1 2019 and held it in 6 quarters.
Marshall Wace's Southern Missouri Bancorp position peaked at $1.11M in Q3 2025.
148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.