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True Wealth Design’s Southern Missouri Bancorp SMBC Stock Holding History

True Wealth Design’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 		$2.13K Hold
28
– – ﹤0.01% 1661
2026
Q1 		$1.79K Hold
28
– – ﹤0.01% 1597
2025
Q4 		$1.66K Buy
28
+11
+65% +$609 ﹤0.01% 1522
2025
Q3 		$894 Hold
17
– – ﹤0.01% 1786
2025
Q2 		$932 Buy
17
+14
+467% +$731 ﹤0.01% 1498
2025
Q1 		$157 Buy
+3
New +$169 ﹤0.01% 2046

Other funds holding SMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Wealth Design's SMBC Position: Q2 2026 in Review

True Wealth Design held its Southern Missouri Bancorp (SMBC) position steady in Q2 2026 at 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

True Wealth Design first reported a position in SMBC in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • True Wealth Design held 28 shares of Southern Missouri Bancorp worth $2.13K as of Q2 2026.
  • True Wealth Design left its Southern Missouri Bancorp share count unchanged in Q2 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1661 holding.
  • True Wealth Design first reported a position in Southern Missouri Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.