UBS AM
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UBS AM’s Southern Missouri Bancorp SMBC Stock Holding History

UBS AM’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 		$520K Buy
8,134
+258
+3% +$16.1K ﹤0.01% 2544
2025
Q4 		$466K Sell
7,876
-2,421
-24% -$134K ﹤0.01% 2331
2025
Q3 		$541K Sell
10,297
-12,801
-55% -$713K ﹤0.01% 2146
2025
Q2 		$1.27M Buy
23,098
+15,576
+207% +$814K ﹤0.01% 2330
2025
Q1 		$391K Buy
7,522
+1,017
+16% +$57.4K ﹤0.01% 2536
2024
Q4 		$373K Hold
6,505
– – ﹤0.01% 2594
2024
Q3 		$367K Sell
6,505
-1,523
-19% -$79.7K ﹤0.01% 2697
2024
Q2 		$361K Buy
+8,028
New +$334K ﹤0.01% 2696

Other funds holding SMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
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

UBS AM's SMBC Position: Q1 2026 in Review

UBS AM increased its Southern Missouri Bancorp (SMBC) stake by 3.3% in Q1 2026, buying an estimated $16.1K and bringing the position to 8,134 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

UBS AM first reported a position in SMBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2025. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • UBS AM held 8,134 shares of Southern Missouri Bancorp worth $520K as of Q1 2026.
  • UBS AM bought 258 Southern Missouri Bancorp shares in Q1 2026, an estimated $16.1K.
  • Southern Missouri Bancorp made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2544 holding.
  • UBS AM first reported a position in Southern Missouri Bancorp in Q2 2024 and has held it in 8 quarters since.
  • UBS AM's Southern Missouri Bancorp position peaked at $1.27M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.