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Picton Mahoney Asset Management’s Southern Missouri Bancorp SMBC Stock Holding History

Picton Mahoney 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
2025
Q1 		– Sell
-488
Closed -$28K – 1018
2024
Q4 		$28K Buy
488
+110
+29% +$6.75K ﹤0.01% 509
2024
Q3 		$21K Buy
378
+155
+70% +$8.11K ﹤0.01% 465
2024
Q2 		$10K Buy
+223
New +$9.28K ﹤0.01% 438

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Picton Mahoney Asset Management's SMBC Position: Q1 2025 in Review

Picton Mahoney Asset Management sold out of Southern Missouri Bancorp (SMBC) in Q1 2025, closing a stake of 488 shares — an estimated $28K sold.

Picton Mahoney Asset Management first reported a position in SMBC in Q2 2024 and held it in 3 quarters. The position peaked at $28K in Q4 2024. 112 funds tracked by Wall St. Rank hold SMBC as of Q1 2025.

  • Picton Mahoney Asset Management reported no remaining Southern Missouri Bancorp position as of Q1 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 488 Southern Missouri Bancorp shares in Q1 2025, an estimated $28K.
  • Picton Mahoney Asset Management first reported a position in Southern Missouri Bancorp in Q2 2024 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Southern Missouri Bancorp position peaked at $28K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2025, filed 7 May 2025.