Morgan Stanley
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Morgan Stanley’s Southern Missouri Bancorp SMBC Stock Holding History

Morgan Stanley’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 		$7.16M Sell
93,987
-6,050
-6% -$418K ﹤0.01% 3974
2026
Q1 		$6.4M Sell
100,037
-2,669
-3% -$167K ﹤0.01% 3938
2025
Q4 		$6.07M Buy
102,706
+12,013
+13% +$665K ﹤0.01% 4038
2025
Q3 		$4.77M Buy
90,693
+28,929
+47% +$1.61M ﹤0.01% 4195
2025
Q2 		$3.38M Buy
61,764
+5,402
+10% +$282K ﹤0.01% 4367
2025
Q1 		$2.93M Buy
56,362
+387
+0.7% +$21.8K ﹤0.01% 4338
2024
Q4 		$3.21M Buy
55,975
+5,885
+12% +$361K ﹤0.01% 4347
2024
Q3 		$2.83M Buy
50,090
+29,030
+138% +$1.52M ﹤0.01% 4409
2024
Q2 		$948K Sell
21,060
-1,401
-6% -$58.3K ﹤0.01% 4992
2024
Q1 		$982K Sell
22,461
-7,484
-25% -$337K ﹤0.01% 4960
2023
Q4 		$1.6M Buy
29,945
+15,879
+113% +$706K ﹤0.01% 4668
2023
Q3 		$544K Buy
14,066
+2,162
+18% +$92.5K ﹤0.01% 5130
2023
Q2 		$458K Buy
11,904
+4,552
+62% +$168K ﹤0.01% 5258
2023
Q1 		$275K Buy
7,352
+4,405
+149% +$198K ﹤0.01% 5560
2022
Q4 		$135K Sell
2,947
-9,171
-76% -$462K ﹤0.01% 5839
2022
Q3 		$619K Sell
12,118
-4,664
-28% -$238K ﹤0.01% 5157
2022
Q2 		$760K Buy
16,782
+1,259
+8% +$57K ﹤0.01% 5191
2022
Q1 		$775K Sell
15,523
-12,997
-46% -$690K ﹤0.01% 5145
2021
Q4 		$1.49M Buy
28,520
+3,897
+16% +$203K ﹤0.01% 4794
2021
Q3 		$1.11M Buy
24,623
+12,653
+106% +$566K ﹤0.01% 4988
2021
Q2 		$539K Sell
11,970
-8,282
-41% -$358K ﹤0.01% 5478
2021
Q1 		$798K Sell
20,252
-6,501
-24% -$233K ﹤0.01% 4867
2020
Q4 		$815K Buy
26,753
+2,849
+12% +$79.1K ﹤0.01% 4779
2020
Q3 		$563K Buy
23,904
+1,515
+7% +$34.6K ﹤0.01% 4574
2020
Q2 		$544K Buy
22,389
+4,963
+28% +$115K ﹤0.01% 4555
2020
Q1 		$423K Buy
17,426
+6,955
+66% +$235K ﹤0.01% 4472
2019
Q4 		$402K Buy
10,471
+8,213
+364% +$304K ﹤0.01% 5056
2019
Q3 		$82K Buy
2,258
+1,961
+660% +$66.4K ﹤0.01% 5516
2019
Q2 		$11K Sell
297
-967
-77% -$31.7K ﹤0.01% 6106
2019
Q1 		$39K Sell
1,264
-15,150
-92% -$521K ﹤0.01% 5773
2018
Q4 		$557K Buy
16,414
+1,681
+11% +$58.4K ﹤0.01% 4713
2018
Q3 		$548K Sell
14,733
-655
-4% -$25.8K ﹤0.01% 4953
2018
Q2 		$601K Sell
15,388
-511
-3% -$18.6K ﹤0.01% 4970
2018
Q1 		$582K Sell
15,899
-287
-2% -$10.6K ﹤0.01% 4913
2017
Q4 		$609K Buy
16,186
+4,331
+37% +$165K ﹤0.01% 4860
2017
Q3 		$432K Buy
11,855
+6,659
+128% +$216K ﹤0.01% 4971
2017
Q2 		$168K Sell
5,196
-2,583
-33% -$85.3K ﹤0.01% 5424
2017
Q1 		$276K Sell
7,779
-9,325
-55% -$321K ﹤0.01% 5159
2016
Q4 		$605K Buy
17,104
+15,896
+1,316% +$452K ﹤0.01% 4804
2016
Q3 		$30K Buy
1,208
+1,008
+504% +$24.9K ﹤0.01% 5791
2016
Q2 		$5K Sell
200
-9,253
-98% -$223K ﹤0.01% 6224
2016
Q1 		$227K Buy
9,453
+9,440
+72,615% +$222K ﹤0.01% 4899
2015
Q4 		$0 Buy
+13
New +$296 ﹤0.01% 6784
2015
Q3 		– Sell
-14
Closed – – 6709
2015
Q2 		$0 Sell
14
-158
-92% -$3.01K ﹤0.01% 6739
2015
Q1 		$3K Buy
172
+160
+1,333% +$3.01K ﹤0.01% 6400
2014
Q4 		$0 Sell
12
-440
-97% -$8.19K ﹤0.01% 6656
2014
Q3 		$8K Buy
452
+280
+163% +$4.95K ﹤0.01% 6244
2014
Q2 		$3K Hold
172
– – ﹤0.01% 6353
2014
Q1 		$3K Buy
172
+12
+8% +$203 ﹤0.01% 6314
2013
Q4 		$3K Buy
+160
New +$2.48K ﹤0.01% 6221

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

Morgan Stanley's SMBC Position: Q2 2026 in Review

Morgan Stanley reduced its Southern Missouri Bancorp (SMBC) stake by 6% in Q2 2026, selling an estimated $418K and leaving 93,987 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

Morgan Stanley first reported a position in SMBC in Q4 2013 and has held it in 50 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Morgan Stanley held 93,987 shares of Southern Missouri Bancorp worth $7.16M as of Q2 2026.
  • Morgan Stanley sold 6,050 Southern Missouri Bancorp shares in Q2 2026, an estimated $418K.
  • Southern Missouri Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3974 holding.
  • Morgan Stanley first reported a position in Southern Missouri Bancorp in Q4 2013 and has held it in 50 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.