Advisory Services Network’s Southside Bancshares SBSI Stock Holding History

Advisory Services Network’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,625	Closed	-$144K	–	4180
2026 Q1	$144K	Buy	+4,625	New	+$147K	﹤0.01%	1998
2025 Q4	–	Sell	-15	Closed	-$424	–	3811
2025 Q3	$424	Buy	+15	New	+$454	﹤0.01%	4076
2021 Q3	–	Sell	-214	Closed	-$9K	–	2899
2021 Q2	$9K	Buy	+214	New	+$8.73K	﹤0.01%	2870
2021 Q1	–	Sell	-200	Closed	-$6K	–	2659
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	2669
2020 Q3	$5K	Buy	+200	New	+$5.4K	﹤0.01%	2783
2020 Q2	–	Sell	-200	Closed	-$6K	–	2438
2020 Q1	$6K	Sell	200 -139	-41%	-$4.7K	﹤0.01%	2430
2019 Q4	$12K	Sell	339 -816	-71%	-$28.8K	﹤0.01%	2282
2019 Q3	$37K	Hold	1,155	–	–	﹤0.01%	1521
2019 Q2	$37K	Buy	1,155 +955	+478%	+$32.3K	﹤0.01%	1519
2019 Q1	$7K	Buy	+200	New	+$6.78K	﹤0.01%	1994

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Services Network's SBSI Position: Q2 2026 in Review

Advisory Services Network sold out of Southside Bancshares (SBSI) in Q2 2026, closing a stake of 4,625 shares — an estimated $144K sold.

Advisory Services Network first reported a position in SBSI in Q1 2019 and held it in 10 quarters. The position peaked at $144K in Q1 2026. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Advisory Services Network reported no remaining Southside Bancshares position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4,625 Southside Bancshares shares in Q2 2026, an estimated $144K.
Advisory Services Network first reported a position in Southside Bancshares in Q1 2019 and held it in 10 quarters.
Advisory Services Network's Southside Bancshares position peaked at $144K in Q1 2026.
196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.