Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Southern Missouri Bancorp SMBC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$473K Sell
6,212
-9,100
-59% -$629K ﹤0.01% 1799
2026
Q1 		$979K Buy
15,312
+9,156
+149% +$573K ﹤0.01% 1520
2025
Q4 		$364K Hold
6,156
– – ﹤0.01% 1802
2025
Q3 		$324K Hold
6,156
– – ﹤0.01% 1883
2025
Q2 		$337K Buy
+6,156
New +$322K ﹤0.01% 1795

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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SMBC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Southern Missouri Bancorp (SMBC) stake by 59% in Q2 2026, selling an estimated $629K and leaving 6,212 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SMBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $979K in Q1 2026. 75 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,212 shares of Southern Missouri Bancorp worth $473K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 9,100 Southern Missouri Bancorp shares in Q2 2026, an estimated $629K.
  • Southern Missouri Bancorp made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1799 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Southern Missouri Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Southern Missouri Bancorp position peaked at $979K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.