Y-Intercept (HK)
SMBC icon

Y-Intercept (HK)’s Southern Missouri Bancorp SMBC Stock Holding History

Y-Intercept (HK)’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
Q3 		$576K Sell
8,123
-1,052
-11% -$79K 0.01% 1249
2026
Q2 		$699K Sell
9,175
-7,164
-44% -$495K 0.01% 1197
2026
Q1 		$1.04M Buy
16,339
+6,409
+65% +$401K 0.02% 1016
2025
Q4 		$587K Buy
+9,930
New +$550K 0.01% 1186

Other funds holding SMBC

Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Y-Intercept (HK)'s SMBC Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Southern Missouri Bancorp (SMBC) stake by 11% in Q3 2026, selling an estimated $79K and leaving 8,123 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #1249.

Y-Intercept (HK) first reported a position in SMBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2026. 20 funds tracked by Wall St. Rank hold SMBC as of Q3 2026.

  • Y-Intercept (HK) held 8,123 shares of Southern Missouri Bancorp worth $576K as of Q3 2026.
  • Y-Intercept (HK) sold 1,052 Southern Missouri Bancorp shares in Q3 2026, an estimated $79K.
  • Southern Missouri Bancorp made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1249 holding.
  • Y-Intercept (HK) first reported a position in Southern Missouri Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Y-Intercept (HK)'s Southern Missouri Bancorp position peaked at $1.04M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.