Welch & Forbes’s Southern Missouri Bancorp SMBC Stock Holding History

Welch & Forbes’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	$457K	Hold	6,000	–	–	0.01%	299
2026 Q1	$384K	Sell	6,000 -99	-2%	-$6.19K	0.01%	301
2025 Q4	$361K	Hold	6,099	–	–	﹤0.01%	306
2025 Q3	$321K	Hold	6,099	–	–	﹤0.01%	322
2025 Q2	$334K	Hold	6,099	–	–	﹤0.01%	314
2025 Q1	$317K	Sell	6,099 -442	-7%	-$25K	﹤0.01%	312
2024 Q4	$375K	Sell	6,541 -424	-6%	-$26K	﹤0.01%	308
2024 Q3	$393K	Hold	6,965	–	–	0.01%	309
2024 Q2	$305K	Hold	6,965	–	–	﹤0.01%	326
2024 Q1	$304K	Sell	6,965 -700	-9%	-$31.5K	﹤0.01%	330
2023 Q4	$409K	Sell	7,665 -625	-8%	-$27.8K	0.01%	302
2023 Q3	$321K	Sell	8,290 -602	-7%	-$25.7K	0.01%	320
2023 Q2	$342K	Sell	8,892 -1,099	-11%	-$40.5K	0.01%	317
2023 Q1	$374K	Buy	+9,991	New	+$450K	0.01%	307

Other funds holding SMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Welch & Forbes's SMBC Position: Q2 2026 in Review

Welch & Forbes held its Southern Missouri Bancorp (SMBC) position steady in Q2 2026 at 6,000 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #299.

Welch & Forbes first reported a position in SMBC in Q1 2023 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

Welch & Forbes held 6,000 shares of Southern Missouri Bancorp worth $457K as of Q2 2026.
Welch & Forbes left its Southern Missouri Bancorp share count unchanged in Q2 2026.
Southern Missouri Bancorp made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #299 holding.
Welch & Forbes first reported a position in Southern Missouri Bancorp in Q1 2023 and has held it in 14 quarters since.
151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.