Independent Advisor Alliance
Position in SMBC — Southern Missouri Bancorp, Inc.
CIK 1696899
CHARLOTTE, NC
Position in SMBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$740,075
+$55,470 QoQ
Shares Held
9,711
-9.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#63
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $293,104,995 across 29 Banks - Regional names. SMBC ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in SMBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,075 | 9,711 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $684,605 | 10,707 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $632,584 | 10,700 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $604,440 | 11,500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $649,416 | 11,855 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $616,697 | 11,855 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $680,178 | 11,856 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $669,688 | 11,855 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $533,593 | 11,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $518,182 | 11,855 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $632,938 | 11,855 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $458,669 | 11,855 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $686,524 | 17,855 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $667,955 | 17,855 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $818,294 | 17,855 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $911,140 | 17,855 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $808,117 | 17,855 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $891,857 | 17,855 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $931,495 | 17,855 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $801,510 | 17,855 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $802,760 | 17,855 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $703,844 | 17,855 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $631,173 | 20,735 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $488,931 | 20,735 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $503,860 | 20,735 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $503,238 | 20,735 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||