Balboa Wealth Partners
Position in SMBC — Southern Missouri Bancorp, Inc.
CIK 1929008
SCOTTSDALE, AZ
Position in SMBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$986,386
+$158,811 QoQ
Shares Held
12,943
0.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#58
of 150 holders
Holding Since
Sep 2023
12 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, 2026Balboa Wealth Partners holds $1,904,801 across 4 Banks - Regional names. SMBC ranks #1 (51.8% of the industry book) .
All Filings in SMBC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,386 | 12,943 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $827,575 | 12,943 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $765,190 | 12,943 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $677,288 | 12,886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $702,827 | 12,830 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $664,555 | 12,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $937,540 | 16,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $920,504 | 16,295 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $731,007 | 16,241 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $707,009 | 16,175 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $850,502 | 15,930 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $616,331 | 15,930 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||