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Amalgamated Bank’s Southside Bancshares SBSI Stock Holding History

Amalgamated Bank’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 		$265K Sell
7,544
-532
-7% -$17.6K ﹤0.01% 1535
2026
Q1 		$251K Sell
8,076
-181
-2% -$5.74K ﹤0.01% 1507
2025
Q4 		$251K Sell
8,257
-93
-1% -$2.73K ﹤0.01% 1512
2025
Q3 		$236K Buy
8,350
+280
+3% +$8.47K ﹤0.01% 1537
2025
Q2 		$238K Sell
8,070
-43
-0.5% -$1.22K ﹤0.01% 1511
2025
Q1 		$235K Sell
8,113
-217
-3% -$6.65K ﹤0.01% 1493
2024
Q4 		$265K Sell
8,330
-76
-0.9% -$2.58K ﹤0.01% 1506
2024
Q3 		$281K Sell
8,406
-278
-3% -$8.91K ﹤0.01% 1496
2024
Q2 		$240K Buy
8,684
+80
+0.9% +$2.17K ﹤0.01% 1534
2024
Q1 		$251K Sell
8,604
-1,851
-18% -$55.1K ﹤0.01% 1535
2023
Q4 		$327K Sell
10,455
-955
-8% -$27.8K ﹤0.01% 1609
2023
Q3 		$327K Sell
11,410
-490
-4% -$14.6K ﹤0.01% 1595
2023
Q2 		$311K Sell
11,900
-685
-5% -$19.9K ﹤0.01% 1660
2023
Q1 		$418K Sell
12,585
-1,251
-9% -$45.6K ﹤0.01% 1497
2022
Q4 		$498K Hold
13,836
– – ﹤0.01% 1468
2022
Q3 		$489K Sell
13,836
-431
-3% -$16.5K ﹤0.01% 1446
2022
Q2 		$534K Sell
14,267
-108
-0.8% -$4.21K 0.01% 1431
2022
Q1 		$587K Sell
14,375
-707
-5% -$29.8K ﹤0.01% 1476
2021
Q4 		$631K Sell
15,082
-380
-2% -$15.7K ﹤0.01% 1469
2021
Q3 		$592K Buy
15,462
+79
+0.5% +$2.91K 0.01% 1492
2021
Q2 		$588K Buy
+15,383
New +$628K ﹤0.01% 1546
2020
Q1 		– Sell
-5,447
Closed -$202K – 1762
2019
Q4 		$202K Buy
+5,447
New +$192K ﹤0.01% 1637

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Amalgamated Bank's SBSI Position: Q2 2026 in Review

Amalgamated Bank reduced its Southside Bancshares (SBSI) stake by 6.6% in Q2 2026, selling an estimated $17.6K and leaving 7,544 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Amalgamated Bank first reported a position in SBSI in Q4 2019 and has held it in 22 quarters since. The position peaked at $631K in Q4 2021. 82 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Amalgamated Bank held 7,544 shares of Southside Bancshares worth $265K as of Q2 2026.
  • Amalgamated Bank sold 532 Southside Bancshares shares in Q2 2026, an estimated $17.6K.
  • Southside Bancshares made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1535 holding.
  • Amalgamated Bank first reported a position in Southside Bancshares in Q4 2019 and has held it in 22 quarters since.
  • Amalgamated Bank's Southside Bancshares position peaked at $631K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.