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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's SBSI Position: Q1 2026 in Review

Advisory Services Network opened a new position in Southside Bancshares (SBSI) in Q1 2026: 4,625 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SBSI as recently as Q3 2025.

Advisory Services Network first reported a position in SBSI in Q1 2019 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

Advisory Services Network held 4,625 shares of Southside Bancshares worth $144K as of Q1 2026.
Southside Bancshares was a new Advisory Services Network position in Q1 2026.
Southside Bancshares made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1998 holding.
Advisory Services Network first reported a position in Southside Bancshares in Q1 2019 and has held it in 10 quarters since.
184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.