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Southern Missouri Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Southern Missouri Ban (SMBC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Southern Missouri Ban

Tip: Access up to 7 years of quarterly data

All positions including Southern Missouri Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Missouri Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5k 25 59.12
2025-03-31 $781 15 52.07
2024-12-31 $861 15 57.40

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Southern Missouri Ban

BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
FJ Capital Management
American Century Companies
Clayton Financial Group
State Street Corporation
Manufacturers Life Insurance Company
Geode Capital Management
Raffles Associates
Millennium Management
Northern Trust
Renaissance Technologies
Siena Capital Management

View all funds holding Southern Missouri Ban