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 Q1	$1.22K	Buy	+19	New	+$1.19K	﹤0.01%	2528

Other funds holding SMBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Root Financial Partners's SMBC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Southern Missouri Bancorp (SMBC) in Q1 2026: 19 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #2528 among its holdings.

148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

Root Financial Partners held 19 shares of Southern Missouri Bancorp worth $1.22K as of Q1 2026.
Southern Missouri Bancorp was a new Root Financial Partners position in Q1 2026.
Southern Missouri Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2528 holding.
148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.