Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Southern Missouri Bancorp SMBC Stock Holding History

Northwestern Mutual Wealth 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
2021
Q3 		– Sell
-2,750
Closed -$124K – 3196
2021
Q2 		$124K Buy
+2,750
New +$119K ﹤0.01% 1508
2017
Q4 		– Sell
-390
Closed -$14K – 2437
2017
Q3 		$14K Hold
390
– – ﹤0.01% 1563
2017
Q2 		$13K Hold
390
– – ﹤0.01% 1523
2017
Q1 		$14K Buy
+390
New +$13.4K ﹤0.01% 1446

Other funds holding SMBC

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMBC Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Southern Missouri Bancorp (SMBC) in Q3 2021, closing a stake of 2,750 shares — an estimated $124K sold.

Northwestern Mutual Wealth Management first reported a position in SMBC in Q1 2017 and held it in 4 quarters. The position peaked at $124K in Q2 2021. 70 funds tracked by Wall St. Rank hold SMBC as of Q3 2021.

  • Northwestern Mutual Wealth Management reported no remaining Southern Missouri Bancorp position as of Q3 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,750 Southern Missouri Bancorp shares in Q3 2021, an estimated $124K.
  • Northwestern Mutual Wealth Management first reported a position in Southern Missouri Bancorp in Q1 2017 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Southern Missouri Bancorp position peaked at $124K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.