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Rothschild Investment LLC’s Southern Missouri Bancorp SMBC Stock Holding History

Rothschild Investment LLC’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 		$5.33K Buy
70
+16
+30% +$1.1K ﹤0.01% 2230
2026
Q1 		$3.45K Buy
54
+32
+145% +$2K ﹤0.01% 2260
2025
Q4 		$1.3K Buy
+22
New +$1.22K ﹤0.01% 2574

Other funds holding SMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's SMBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Southern Missouri Bancorp (SMBC) stake by 30% in Q2 2026, buying an estimated $1.1K and bringing the position to 70 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Rothschild Investment LLC first reported a position in SMBC in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Rothschild Investment LLC held 70 shares of Southern Missouri Bancorp worth $5.33K as of Q2 2026.
  • Rothschild Investment LLC bought 16 Southern Missouri Bancorp shares in Q2 2026, an estimated $1.1K.
  • Southern Missouri Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2230 holding.
  • Rothschild Investment LLC first reported a position in Southern Missouri Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.