Mercer Global Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Mercer Global Advisors’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	$284K	Buy	4,444 +1,032	+30%	+$64.5K	﹤0.01%	2494
2025 Q4	$202K	Buy	+3,412	New	+$189K	﹤0.01%	2562
2025 Q1	–	Sell	-91,128	Closed	-$5.23M	–	2245
2024 Q4	$5.23M	Buy	+91,128	New	+$5.6M	0.01%	528
2023 Q4	–	Sell	-92,279	Closed	-$3.57M	–	2083
2023 Q3	$3.57M	Buy	92,279 +432	+0.5%	+$18.5K	0.01%	525
2023 Q2	$3.53M	Buy	+91,847	New	+$3.38M	0.01%	549
2023 Q1	–	Sell	-90,938	Closed	-$4.17M	–	2036
2022 Q4	$4.17M	Buy	90,938 +350	+0.4%	+$17.6K	0.02%	481
2022 Q3	$4.62M	Buy	+90,588	New	+$4.63M	0.03%	397

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

Mercer Global Advisors's SMBC Position: Q1 2026 in Review

Mercer Global Advisors increased its Southern Missouri Bancorp (SMBC) stake by 30% in Q1 2026, buying an estimated $64.5K and bringing the position to 4,444 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Mercer Global Advisors first reported a position in SMBC in Q3 2022 and has held it in 7 quarters since. The position peaked at $5.23M in Q4 2024. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

Mercer Global Advisors held 4,444 shares of Southern Missouri Bancorp worth $284K as of Q1 2026.
Mercer Global Advisors bought 1,032 Southern Missouri Bancorp shares in Q1 2026, an estimated $64.5K.
Southern Missouri Bancorp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2494 holding.
Mercer Global Advisors first reported a position in Southern Missouri Bancorp in Q3 2022 and has held it in 7 quarters since.
Mercer Global Advisors's Southern Missouri Bancorp position peaked at $5.23M in Q4 2024.
148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.