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Bailard’s Southside Bancshares SBSI Stock Holding History

Bailard’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 		$264K Buy
+7,500
New +$248K 0.01% 675

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bailard's SBSI Position: Q2 2026 in Review

Bailard opened a new position in Southside Bancshares (SBSI) in Q2 2026: 7,500 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings.

195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Bailard held 7,500 shares of Southside Bancshares worth $264K as of Q2 2026.
  • Southside Bancshares was a new Bailard position in Q2 2026.
  • Southside Bancshares made up 0.01% of Bailard's portfolio in Q2 2026, its #675 holding.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.