Root Financial Partners
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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
Q3 		$1.35K Buy
+19
New +$1.43K ﹤0.01% 2809
2026
Q2 		– Sell
-19
Closed -$1.22K – 2736
2026
Q1 		$1.22K Buy
+19
New +$1.19K ﹤0.01% 2528

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Missouri Trust & Investment Company
Missouri Trust & Investment Company Springfield, Missouri $371M AUM 14.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's SMBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southern Missouri Bancorp (SMBC) in Q3 2026: 19 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #2809 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMBC as recently as Q1 2026.

Root Financial Partners first reported a position in SMBC in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SMBC as of Q3 2026.

  • Root Financial Partners held 19 shares of Southern Missouri Bancorp worth $1.35K as of Q3 2026.
  • Southern Missouri Bancorp was a new Root Financial Partners position in Q3 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2809 holding.
  • Root Financial Partners first reported a position in Southern Missouri Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.