SCHEDULE: FMR LLC Discloses 5.2% Stake in Southern Missouri Bancorp
Beneficial Ownership Disclosure
FMR LLC and Abigail P. Johnson have reported a 5.2% beneficial ownership stake in Southern Missouri Bancorp Inc. common stock as of September 30, 2025.
Summary
- FMR LLC and Abigail P. Johnson collectively beneficially own 583,060.09 shares of Southern Missouri Bancorp Inc. common stock.
- This ownership represents 5.2% of the issuer's outstanding common stock.
- FMR LLC holds sole voting power over 582,558.00 shares and sole dispositive power over 583,060.09 shares.
- Abigail P. Johnson, as a control person of FMR LLC, is deemed to beneficially own the same 583,060.09 shares with sole dispositive power.
- The filing is an Amendment No. 3 to a Schedule 13G, indicating previous disclosures.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Southern Missouri Bancorp Inc.
Sentiment
Score: 6
Explanation: The disclosure of a 5.2% beneficial ownership by a prominent institutional investor like FMR LLC is generally a positive signal, indicating confidence in the company. However, as a passive filing, it doesn't provide new operational or financial performance data, hence a moderate positive score.
Positives
- A significant institutional investor, FMR LLC (Fidelity), holds a 5.2% stake, indicating confidence in Southern Missouri Bancorp Inc.
- The investment is stated to be for ordinary course of business, not for control, suggesting a passive, long-term investment perspective.
Future Outlook
NA
Industry Context
This Schedule 13G filing indicates that a major institutional investor, FMR LLC (Fidelity), has taken or maintained a significant passive stake in Southern Missouri Bancorp Inc. Such disclosures are common for large asset managers and signal their investment positions in publicly traded companies. For the banking sector, institutional ownership can be a sign of confidence in a company's stability and growth prospects, especially from a firm like Fidelity known for its extensive research capabilities.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Internal Control Structure Disclosure | Disclosure that members of the Johnson family, including Abigail P. Johnson, are the predominant owners of Series B voting common shares of FMR LLC (49% of voting power) and have a shareholders' voting agreement, forming a controlling group with respect to FMR LLC. | NA | Clarifies the internal governance and control structure of the reporting entity, FMR LLC, which is relevant for understanding the ultimate control over the reported shares. |
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional stake by FMR LLC could be viewed positively, potentially increasing investor confidence and demand for the stock.
- Management: Awareness of a large institutional holder may influence management's focus on long-term value creation, although FMR LLC states its intent is not to influence control.
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC and its subsidiaries for Stephanie J. Brown. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC where the Power of Attorney (accession number: -23-000003) was incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson for Stephanie J. Brown. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (accession number: -23-000038) was incorporated by reference. |
| 2025-09-30 | Date of event which requires filing of this statement, reflecting the beneficial ownership snapshot. |
| 2025-11-04 | Date of filing of this Schedule 13G Amendment No. 3. |
Keywords
Southern Missouri Bancorp, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Bank Stock, Financial Services, Fidelity
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