ALPS Advisors’s Southside Bancshares SBSI Stock Holding History

ALPS Advisors’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
2025 Q3	–	Sell	-12,410	Closed	-$365K	–	1139
2025 Q2	$365K	Buy	12,410 +150	+1%	+$4.25K	﹤0.01%	840
2025 Q1	$355K	Buy	+12,260	New	+$376K	﹤0.01%	765
2024 Q1	–	Sell	-11,003	Closed	-$345K	–	1054
2023 Q4	$345K	Sell	11,003 -627	-5%	-$18.2K	﹤0.01%	777
2023 Q3	$334K	Buy	+11,630	New	+$346K	﹤0.01%	723
2023 Q1	–	Sell	-8,513	Closed	-$306K	–	1120
2022 Q4	$306K	Sell	8,513 -47	-0.5%	-$1.67K	﹤0.01%	869
2022 Q3	$303K	Buy	+8,560	New	+$328K	﹤0.01%	772
2021 Q3	–	Sell	-8,622	Closed	-$330K	–	1007
2021 Q2	$330K	Hold	8,622	–	–	﹤0.01%	768
2021 Q1	$332K	Buy	+8,622	New	+$306K	﹤0.01%	709
2015 Q1	–	Sell	-18,241	Closed	-$467K	–	751
2014 Q4	$467K	Sell	18,241 -2,439	-12%	-$69.3K	﹤0.01%	501
2014 Q3	$608K	Buy	+20,680	New	+$566K	﹤0.01%	250

Other funds holding SBSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ALPS Advisors's SBSI Position: Q3 2025 in Review

ALPS Advisors sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 12,410 shares — an estimated $365K sold.

ALPS Advisors first reported a position in SBSI in Q3 2014 and held it in 10 quarters. The position peaked at $608K in Q3 2014. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

ALPS Advisors reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
ALPS Advisors sold 12,410 Southside Bancshares shares in Q3 2025, an estimated $365K.
ALPS Advisors first reported a position in Southside Bancshares in Q3 2014 and held it in 10 quarters.
ALPS Advisors's Southside Bancshares position peaked at $608K in Q3 2014.
176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on ALPS Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.