Principal Financial Group
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Principal Financial Group’s Southern Missouri Bancorp SMBC Stock Holding History

Principal Financial Group’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
2022
Q3 		– Sell
-4,659
Closed -$211K – 2562
2022
Q2 		$211K Buy
+4,659
New +$211K ﹤0.01% 2287

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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's SMBC Position: Q3 2022 in Review

Principal Financial Group sold out of Southern Missouri Bancorp (SMBC) in Q3 2022, closing a stake of 4,659 shares — an estimated $211K sold.

Principal Financial Group first reported a position in SMBC in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 82 funds tracked by Wall St. Rank hold SMBC as of Q3 2022.

  • Principal Financial Group reported no remaining Southern Missouri Bancorp position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 4,659 Southern Missouri Bancorp shares in Q3 2022, an estimated $211K.
  • Principal Financial Group first reported a position in Southern Missouri Bancorp in Q2 2022 and held it in 1 quarter.
  • Principal Financial Group's Southern Missouri Bancorp position peaked at $211K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.