ZIM
SMBC icon

Zacks Investment Management’s Southern Missouri Bancorp SMBC Stock Holding History

Zacks Investment Management’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 		$459K Hold
6,020
– – ﹤0.01% 526
2026
Q1 		$385K Buy
6,020
+648
+12% +$40.5K ﹤0.01% 537
2025
Q4 		$318K Buy
+5,372
New +$297K ﹤0.01% 575
2025
Q1 		– Sell
-4,840
Closed -$278K – 747
2024
Q4 		$278K Hold
4,840
– – ﹤0.01% 566
2024
Q3 		$273K Buy
+4,840
New +$253K ﹤0.01% 574

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Zacks Investment Management's SMBC Position: Q2 2026 in Review

Zacks Investment Management held its Southern Missouri Bancorp (SMBC) position steady in Q2 2026 at 6,020 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Zacks Investment Management first reported a position in SMBC in Q3 2024 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.

  • Zacks Investment Management held 6,020 shares of Southern Missouri Bancorp worth $459K as of Q2 2026.
  • Zacks Investment Management left its Southern Missouri Bancorp share count unchanged in Q2 2026.
  • Southern Missouri Bancorp made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #526 holding.
  • Zacks Investment Management first reported a position in Southern Missouri Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.