UMB Bank’s Southern Missouri Bancorp SMBC Stock Holding History

UMB Bank’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
2024 Q4	–	Sell	-9,000	Closed	-$508K	–	2170
2024 Q3	$508K	Hold	9,000	–	–	0.01%	407
2024 Q2	$405K	Sell	9,000 -747	-8%	-$31.1K	0.01%	424
2024 Q1	$426K	Hold	9,747	–	–	0.01%	434
2023 Q4	$520K	Hold	9,747	–	–	0.01%	415
2023 Q3	$377K	Sell	9,747 -747	-7%	-$31.9K	0.01%	444
2023 Q2	$403K	Buy	10,494 +1,494	+17%	+$55K	0.01%	441
2023 Q1	$337K	Hold	9,000	–	–	0.01%	467
2022 Q4	$412K	Hold	9,000	–	–	0.01%	450
2022 Q3	$459K	Hold	9,000	–	–	0.01%	454
2022 Q2	$407K	Hold	9,000	–	–	0.01%	501
2022 Q1	$450K	Hold	9,000	–	–	0.01%	492
2021 Q4	$470K	Buy	+9,000	New	+$469K	0.01%	485

Other funds holding SMBC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UMB Bank's SMBC Position: Q4 2024 in Review

UMB Bank sold out of Southern Missouri Bancorp (SMBC) in Q4 2024, closing a stake of 9,000 shares — an estimated $508K sold.

UMB Bank first reported a position in SMBC in Q4 2021 and held it in 12 quarters. The position peaked at $520K in Q4 2023. 114 funds tracked by Wall St. Rank hold SMBC as of Q4 2024.

UMB Bank reported no remaining Southern Missouri Bancorp position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 9,000 Southern Missouri Bancorp shares in Q4 2024, an estimated $508K.
UMB Bank first reported a position in Southern Missouri Bancorp in Q4 2021 and held it in 12 quarters.
UMB Bank's Southern Missouri Bancorp position peaked at $520K in Q4 2023.
114 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.