SMC
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Smith, Moore & Co’s Southern Missouri Bancorp SMBC Stock Holding History

Smith, Moore & Co’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
2025
Q1 		– Sell
-3,617
Closed -$208K – 504
2024
Q4 		$208K Sell
3,617
-501
-12% -$30.8K 0.02% 456
2024
Q3 		$233K Sell
4,118
-3,059
-43% -$160K 0.02% 415
2024
Q2 		$323K Sell
7,177
-4,646
-39% -$193K 0.03% 336
2024
Q1 		$517K Sell
11,823
-2,469
-17% -$111K 0.06% 262
2023
Q4 		$763K Sell
14,292
-679
-5% -$30.2K 0.09% 193
2023
Q3 		$579K Sell
14,971
-566
-4% -$24.2K 0.08% 210
2023
Q2 		$597K Sell
15,537
-249
-2% -$9.17K 0.08% 219
2023
Q1 		$591K Buy
15,786
+453
+3% +$20.4K 0.08% 213
2022
Q4 		$703K Buy
15,333
+71
+0.5% +$3.57K 0.1% 192
2022
Q3 		$779K Sell
15,262
-102
-0.7% -$5.21K 0.12% 159
2022
Q2 		$695K Buy
15,364
+57
+0.4% +$2.58K 0.11% 186
2022
Q1 		$765K Sell
15,307
-512
-3% -$27.2K 0.1% 194
2021
Q4 		$825K Sell
15,819
-499
-3% -$26K 0.11% 184
2021
Q3 		$733K Sell
16,318
-343
-2% -$15.3K 0.11% 186
2021
Q2 		$749K Sell
16,661
-625
-4% -$27K 0.11% 186
2021
Q1 		$681K Sell
17,286
-214
-1% -$7.66K 0.11% 190
2020
Q4 		$533K Sell
17,500
-894
-5% -$24.8K 0.1% 195
2020
Q3 		$434K Sell
18,394
-598
-3% -$13.7K 0.09% 213
2020
Q2 		$462K Buy
18,992
+2,523
+15% +$58.4K 0.1% 185
2020
Q1 		$400K Buy
16,469
+1,599
+11% +$54.1K 0.11% 176
2019
Q4 		$570K Buy
14,870
+9
+0.1% +$333 0.12% 156
2019
Q3 		$541K Buy
14,861
+289
+2% +$9.79K 0.12% 161
2019
Q2 		$508K Buy
14,572
+309
+2% +$10.1K 0.11% 170
2019
Q1 		$439K Sell
14,263
-98
-0.7% -$3.37K 0.1% 190
2018
Q4 		$487K Buy
14,361
+1,630
+13% +$56.6K 0.13% 156
2018
Q3 		$474K Buy
12,731
+69
+0.5% +$2.72K 0.11% 178
2018
Q2 		$494K Buy
12,662
+344
+3% +$12.5K 0.12% 157
2018
Q1 		$451K Sell
12,318
-8
-0.1% -$295 0.12% 168
2017
Q4 		$463K Sell
12,326
-125
-1% -$4.77K 0.12% 161
2017
Q3 		$454K Sell
12,451
-449
-3% -$14.6K 0.13% 157
2017
Q2 		$416K Sell
12,900
-85
-0.7% -$2.81K 0.14% 138
2017
Q1 		$461K Sell
12,985
-1,069
-8% -$36.8K 0.17% 117
2016
Q4 		$497K Buy
14,054
+27
+0.2% +$767 0.19% 106
2016
Q3 		$349K Buy
14,027
+773
+6% +$19.1K 0.14% 139
2016
Q2 		$312K Sell
13,254
-138
-1% -$3.33K 0.13% 146
2016
Q1 		$322K Sell
13,392
-3,249
-20% -$76.5K 0.14% 141
2015
Q4 		$398K Sell
16,641
-206
-1% -$4.69K 0.2% 98
2015
Q3 		$349K Buy
16,847
+381
+2% +$7.54K 0.19% 100
2015
Q2 		$310K Buy
16,466
+1,199
+8% +$22.8K 0.16% 124
2015
Q1 		$288K Buy
15,267
+1,887
+14% +$35.5K 0.15% 127
2014
Q4 		$254K Buy
13,380
+222
+2% +$4.13K 0.14% 136
2014
Q3 		$236K Buy
13,158
+704
+6% +$12.4K 0.13% 132
2014
Q2 		$222K Buy
12,454
+580
+5% +$10.2K 0.13% 122
2014
Q1 		$205K Buy
+11,874
New +$201K 0.12% 138

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith, Moore & Co's SMBC Position: Q1 2025 in Review

Smith, Moore & Co sold out of Southern Missouri Bancorp (SMBC) in Q1 2025, closing a stake of 3,617 shares — an estimated $208K sold.

Smith, Moore & Co first reported a position in SMBC in Q1 2014 and held it in 44 quarters. The position peaked at $825K in Q4 2021. 112 funds tracked by Wall St. Rank hold SMBC as of Q1 2025.

  • Smith, Moore & Co reported no remaining Southern Missouri Bancorp position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 3,617 Southern Missouri Bancorp shares in Q1 2025, an estimated $208K.
  • Smith, Moore & Co first reported a position in Southern Missouri Bancorp in Q1 2014 and held it in 44 quarters.
  • Smith, Moore & Co's Southern Missouri Bancorp position peaked at $825K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.