YIH
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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Y-Intercept (HK)'s SMBC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Southern Missouri Bancorp (SMBC) stake by 44% in Q2 2026, selling an estimated $495K and leaving 9,175 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1197.

Y-Intercept (HK) first reported a position in SMBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2026. 9 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Y-Intercept (HK) held 9,175 shares of Southern Missouri Bancorp worth $699K as of Q2 2026.
  • Y-Intercept (HK) sold 7,164 Southern Missouri Bancorp shares in Q2 2026, an estimated $495K.
  • Southern Missouri Bancorp made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1197 holding.
  • Y-Intercept (HK) first reported a position in Southern Missouri Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Y-Intercept (HK)'s Southern Missouri Bancorp position peaked at $1.04M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.