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Martingale Asset Management’s Southern Missouri Bancorp SMBC Stock Holding History

Martingale Asset 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
Q1 		– Sell
-4,300
Closed -$254K – 857
2025
Q4 		$254K Sell
4,300
-14,070
-77% -$779K 0.01% 718
2025
Q3 		$966K Sell
18,370
-1,200
-6% -$66.9K 0.02% 491
2025
Q2 		$1.07M Hold
19,570
– – 0.03% 453
2025
Q1 		$1.02M Sell
19,570
-760
-4% -$42.9K 0.03% 454
2024
Q4 		$1.17M Hold
20,330
– – 0.03% 441
2024
Q3 		$1.15M Buy
20,330
+11,370
+127% +$595K 0.03% 427
2024
Q2 		$403K Sell
8,960
-7
-0.1% -$291 0.01% 646
2024
Q1 		$392K Hold
8,967
– – 0.01% 660
2023
Q4 		$479K Sell
8,967
-310
-3% -$13.8K 0.01% 624
2023
Q3 		$359K Hold
9,277
– – 0.01% 659
2023
Q2 		$357K Sell
9,277
-3,600
-28% -$133K 0.01% 670
2023
Q1 		$482K Buy
12,877
+2,400
+23% +$108K 0.01% 627
2022
Q4 		$480K Sell
10,477
-12,292
-54% -$619K 0.01% 624
2022
Q3 		$1.16M Sell
22,769
-2,251
-9% -$115K 0.02% 395
2022
Q2 		$1.13M Buy
25,020
+351
+1% +$15.9K 0.02% 428
2022
Q1 		$1.23M Buy
24,669
+5,251
+27% +$279K 0.02% 421
2021
Q4 		$1.01M Buy
19,418
+104
+0.5% +$5.42K 0.01% 493
2021
Q3 		$868K Buy
19,314
+5,799
+43% +$259K 0.01% 542
2021
Q2 		$608K Buy
13,515
+701
+5% +$30.3K 0.01% 539
2021
Q1 		$506K Buy
+12,814
New +$459K 0.01% 605
2020
Q4 		– Sell
-24,207
Closed -$571K – 1030
2020
Q3 		$571K Sell
24,207
-21,800
-47% -$498K 0.01% 780
2020
Q2 		$1.12M Hold
46,007
– – 0.01% 705
2020
Q1 		$1.12M Hold
46,007
– – 0.01% 642
2019
Q4 		$1.76M Buy
46,007
+6,504
+16% +$241K 0.02% 629
2019
Q3 		$1.44M Sell
39,503
-1,800
-4% -$60.9K 0.01% 673
2019
Q2 		$1.44M Sell
41,303
-1,300
-3% -$42.7K 0.02% 681
2019
Q1 		$1.31M Buy
42,603
+11,100
+35% +$382K 0.01% 713
2018
Q4 		$1.07M Sell
31,503
-2,206
-7% -$76.7K 0.01% 701
2018
Q3 		$1.26M Sell
33,709
-1,200
-3% -$47.3K 0.01% 676
2018
Q2 		$1.36M Sell
34,909
-2,901
-8% -$106K 0.02% 666
2018
Q1 		$1.38M Sell
37,810
-1,500
-4% -$55.4K 0.02% 654
2017
Q4 		$1.48M Buy
39,310
+6,203
+19% +$237K 0.02% 620
2017
Q3 		$1.21M Buy
33,107
+1,300
+4% +$42.2K 0.02% 686
2017
Q2 		$1.03M Buy
31,807
+1,000
+3% +$33K 0.01% 711
2017
Q1 		$1.09M Buy
30,807
+20,606
+202% +$709K 0.02% 699
2016
Q4 		$361K Sell
10,201
-1,400
-12% -$39.8K 0.01% 873
2016
Q3 		$289K Buy
+11,601
New +$286K ﹤0.01% 891

Other funds holding SMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
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

Martingale Asset Management's SMBC Position: Q1 2026 in Review

Martingale Asset Management sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 4,300 shares — an estimated $254K sold.

Martingale Asset Management first reported a position in SMBC in Q3 2016 and held it in 37 quarters. The position peaked at $1.76M in Q4 2019. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Martingale Asset Management reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 4,300 Southern Missouri Bancorp shares in Q1 2026, an estimated $254K.
  • Martingale Asset Management first reported a position in Southern Missouri Bancorp in Q3 2016 and held it in 37 quarters.
  • Martingale Asset Management's Southern Missouri Bancorp position peaked at $1.76M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.