Ameritas Advisory Services’s Southside Bancshares SBSI Stock Holding History

Ameritas Advisory Services’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	$323K	Buy	+9,186	New	+$304K	0.01%	927
2025 Q4	–	Sell	-9,312	Closed	-$263K	–	1904
2025 Q3	$263K	Buy	9,312 +5,074	+120%	+$153K	0.02%	549
2025 Q2	$125K	Sell	4,238 -5,293	-56%	-$150K	0.01%	899
2025 Q1	$303K	Hold	9,531	–	–	0.01%	699
2024 Q4	$303K	Hold	9,531	–	–	0.01%	722
2024 Q3	$319K	Hold	9,531	–	–	0.01%	664
2024 Q2	$263K	Hold	9,531	–	–	0.01%	768
2024 Q1	$263K	Buy	+9,531	New	+$283K	0.01%	742
2023 Q4	–	Sell	-9,531	Closed	-$271K	–	829
2023 Q3	$271K	Hold	9,531	–	–	0.01%	657
2023 Q2	$244K	Hold	9,531	–	–	0.03%	468
2023 Q1	$316K	Hold	9,531	–	–	0.02%	630
2022 Q4	$343K	Hold	9,531	–	–	0.02%	671
2022 Q3	$337K	Hold	9,531	–	–	0.02%	547
2022 Q2	$357K	Hold	9,531	–	–	0.02%	557
2022 Q1	$389K	Hold	9,531	–	–	0.01%	574
2021 Q4	$399K	Buy	+9,531	New	+$394K	0.01%	561

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

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

Ameritas Advisory Services opened a new position in Southside Bancshares (SBSI) in Q2 2026: 9,186 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SBSI as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SBSI in Q4 2021 and has held it in 16 quarters since. The position peaked at $399K in Q4 2021. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Ameritas Advisory Services held 9,186 shares of Southside Bancshares worth $323K as of Q2 2026.
Southside Bancshares was a new Ameritas Advisory Services position in Q2 2026.
Southside Bancshares made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #927 holding.
Ameritas Advisory Services first reported a position in Southside Bancshares in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Southside Bancshares position peaked at $399K in Q4 2021.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.