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Tortoise Investment Management’s Southern Missouri Bancorp SMBC Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-1
Closed -$53 – 1248
2025
Q3 		$53 Buy
+1
New +$56 ﹤0.01% 1493

Other funds holding SMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Tortoise Investment Management's SMBC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Southern Missouri Bancorp (SMBC) in Q4 2025, closing a stake of 1 share — an estimated $53 sold.

Tortoise Investment Management first reported a position in SMBC in Q3 2025 and held it in 1 quarter. The position peaked at $53 in Q3 2025. 147 funds tracked by Wall St. Rank hold SMBC as of Q4 2025.

  • Tortoise Investment Management reported no remaining Southern Missouri Bancorp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Southern Missouri Bancorp share in Q4 2025, an estimated $53.
  • Tortoise Investment Management first reported a position in Southern Missouri Bancorp in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Southern Missouri Bancorp position peaked at $53 in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.