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Annis Gardner Whiting Capital Advisors’s Southside Bancshares SBSI Stock Holding History

Annis Gardner Whiting Capital 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
-5
Closed -$148 – 1398
2025
Q2 		$148 Buy
+5
New +$142 ﹤0.01% 1312

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SBSI Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 5 shares — an estimated $148 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SBSI in Q2 2025 and held it in 1 quarter. The position peaked at $148 in Q2 2025. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Southside Bancshares shares in Q3 2025, an estimated $148.
  • Annis Gardner Whiting Capital Advisors first reported a position in Southside Bancshares in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Southside Bancshares position peaked at $148 in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.