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Occudo Quantitative Strategies’s Southern Missouri Bancorp SMBC Stock Holding History

Occudo Quantitative Strategies’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
-6,776
Closed -$401K – 902
2025
Q4 		$401K Buy
+6,776
New +$375K 0.03% 438
2025
Q1 		– Sell
-3,602
Closed -$207K – 896
2024
Q4 		$207K Sell
3,602
-708
-16% -$43.5K 0.04% 573
2024
Q3 		$243K Buy
+4,310
New +$226K 0.04% 531

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 $195M AUM 18.71% 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

Occudo Quantitative Strategies's SMBC Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Southern Missouri Bancorp (SMBC) in Q1 2026, closing a stake of 6,776 shares — an estimated $401K sold.

Occudo Quantitative Strategies first reported a position in SMBC in Q3 2024 and held it in 3 quarters. The position peaked at $401K in Q4 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Southern Missouri Bancorp position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,776 Southern Missouri Bancorp shares in Q1 2026, an estimated $401K.
  • Occudo Quantitative Strategies first reported a position in Southern Missouri Bancorp in Q3 2024 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Southern Missouri Bancorp position peaked at $401K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.