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Root Financial Partners’s Southern Missouri Bancorp SMBC Stock Holding History

Root Financial Partners’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 		– Sell
-19
Closed -$1.22K – 2736
2026
Q1 		$1.22K Buy
+19
New +$1.19K ﹤0.01% 2528

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Hotchkis & Wiley Capital Management
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Root Financial Partners's SMBC Position: Q2 2026 in Review

Root Financial Partners sold out of Southern Missouri Bancorp (SMBC) in Q2 2026, closing a stake of 19 shares — an estimated $1.22K sold.

Root Financial Partners first reported a position in SMBC in Q1 2026 and held it in 1 quarter. The position peaked at $1.22K in Q1 2026. 150 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Root Financial Partners reported no remaining Southern Missouri Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Southern Missouri Bancorp shares in Q2 2026, an estimated $1.22K.
  • Root Financial Partners first reported a position in Southern Missouri Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Southern Missouri Bancorp position peaked at $1.22K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.