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Aquatic Capital Management’s Southside Bancshares SBSI Stock Holding History

Aquatic Capital Management’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
Q1 		– Sell
-1,375
Closed -$41.8K – 1761
2025
Q4 		$41.8K Sell
1,375
-9,913
-88% -$290K ﹤0.01% 1269
2025
Q3 		$319K Buy
11,288
+1,718
+18% +$52K 0.01% 985
2025
Q2 		$282K Buy
9,570
+3,852
+67% +$109K 0.01% 957
2025
Q1 		$166K Buy
5,718
+575
+11% +$17.6K ﹤0.01% 980
2024
Q4 		$163K Buy
5,143
+1,443
+39% +$49K ﹤0.01% 975
2024
Q3 		$124K Buy
3,700
+3,300
+825% +$106K ﹤0.01% 895
2024
Q2 		$11K Sell
400
-3,100
-89% -$84.1K ﹤0.01% 1125
2024
Q1 		$102K Buy
3,500
+3,100
+775% +$92.2K ﹤0.01% 907
2023
Q4 		$13K Buy
+400
New +$11.6K ﹤0.01% 1245
2023
Q3 		– Sell
-4,000
Closed -$105K – 1597
2023
Q2 		$105K Buy
+4,000
New +$116K 0.01% 832
2022
Q4 		– Sell
-5,800
Closed -$205K – 1769
2022
Q3 		$205K Buy
+5,800
New +$223K 0.02% 610

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aquatic Capital Management's SBSI Position: Q1 2026 in Review

Aquatic Capital Management sold out of Southside Bancshares (SBSI) in Q1 2026, closing a stake of 1,375 shares — an estimated $41.8K sold.

Aquatic Capital Management first reported a position in SBSI in Q3 2022 and held it in 11 quarters. The position peaked at $319K in Q3 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Aquatic Capital Management reported no remaining Southside Bancshares position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 1,375 Southside Bancshares shares in Q1 2026, an estimated $41.8K.
  • Aquatic Capital Management first reported a position in Southside Bancshares in Q3 2022 and held it in 11 quarters.
  • Aquatic Capital Management's Southside Bancshares position peaked at $319K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.