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Allworth Financial’s Southside Bancshares SBSI Stock Holding History

Allworth Financial’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 		$13.8K Buy
393
+121
+44% +$4.01K ﹤0.01% 3491
2026
Q1 		$8.46K Buy
272
+129
+90% +$4.09K ﹤0.01% 3624
2025
Q4 		$4.35K Buy
143
+80
+127% +$2.34K ﹤0.01% 3799
2025
Q3 		$1.78K Buy
63
+47
+294% +$1.42K ﹤0.01% 4063
2025
Q2 		$471 Buy
+16
New +$453 ﹤0.01% 4152

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial's SBSI Position: Q2 2026 in Review

Allworth Financial increased its Southside Bancshares (SBSI) stake by 44% in Q2 2026, buying an estimated $4.01K and bringing the position to 393 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

Allworth Financial first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Allworth Financial held 393 shares of Southside Bancshares worth $13.8K as of Q2 2026.
  • Allworth Financial bought 121 Southside Bancshares shares in Q2 2026, an estimated $4.01K.
  • Southside Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3491 holding.
  • Allworth Financial first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.