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Arax Advisory Partners’s Southside Bancshares SBSI Stock Holding History

Arax Advisory Partners’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 		$5.1K Buy
164
+115
+235% +$3.65K ﹤0.01% 2770
2025
Q4 		$1.49K Sell
49
-785
-94% -$23K ﹤0.01% 3367
2025
Q3 		$23.6K Buy
+834
New +$25.2K ﹤0.01% 2192
2025
Q1 		– Sell
-345
Closed -$11K – 2997
2024
Q4 		$11K Hold
345
– – ﹤0.01% 1456
2024
Q3 		$11.5K Buy
345
+8
+2% +$256 ﹤0.01% 1343
2024
Q2 		$9.3K Buy
+337
New +$9.14K ﹤0.01% 1298

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

Arax Advisory Partners's SBSI Position: Q1 2026 in Review

Arax Advisory Partners increased its Southside Bancshares (SBSI) stake by 235% in Q1 2026, buying an estimated $3.65K and bringing the position to 164 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Arax Advisory Partners first reported a position in SBSI in Q2 2024 and has held it in 6 quarters since. The position peaked at $23.6K in Q3 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Arax Advisory Partners held 164 shares of Southside Bancshares worth $5.1K as of Q1 2026.
  • Arax Advisory Partners bought 115 Southside Bancshares shares in Q1 2026, an estimated $3.65K.
  • Southside Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2770 holding.
  • Arax Advisory Partners first reported a position in Southside Bancshares in Q2 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Southside Bancshares position peaked at $23.6K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.