ZIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Zacks Investment Management's SMBC Position: Q1 2026 in Review

Zacks Investment Management increased its Southern Missouri Bancorp (SMBC) stake by 12% in Q1 2026, buying an estimated $40.5K and bringing the position to 6,020 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Zacks Investment Management first reported a position in SMBC in Q3 2024 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold SMBC as of Q1 2026.

  • Zacks Investment Management held 6,020 shares of Southern Missouri Bancorp worth $385K as of Q1 2026.
  • Zacks Investment Management bought 648 Southern Missouri Bancorp shares in Q1 2026, an estimated $40.5K.
  • Southern Missouri Bancorp made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #537 holding.
  • Zacks Investment Management first reported a position in Southern Missouri Bancorp in Q3 2024 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.