Balyasny Asset Management’s Southside Bancshares SBSI Stock Holding History

Balyasny Asset 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
2025 Q3	–	Sell	-9,648	Closed	-$284K	–	3408
2025 Q2	$284K	Sell	9,648 -1,972	-17%	-$55.9K	﹤0.01%	2490
2025 Q1	$337K	Buy	+11,620	New	+$356K	﹤0.01%	2413
2024 Q4	–	Sell	-8,172	Closed	-$273K	–	3202
2024 Q3	$273K	Buy	+8,172	New	+$262K	﹤0.01%	2479
2023 Q3	–	Sell	-18,366	Closed	-$480K	–	2667
2023 Q2	$480K	Buy	+18,366	New	+$535K	﹤0.01%	1861
2020 Q3	–	Sell	-15,841	Closed	-$439K	–	1554
2020 Q2	$439K	Buy	+15,841	New	+$450K	﹤0.01%	939
2015 Q4	–	Sell	-80,940	Closed	-$2.07M	–	1425
2015 Q3	$2.07M	Buy	80,940 +8,566	+12%	+$216K	0.02%	662
2015 Q2	$1.97M	Buy	+72,374	New	+$1.87M	0.01%	738

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management's SBSI Position: Q3 2025 in Review

Balyasny Asset Management sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 9,648 shares — an estimated $284K sold.

Balyasny Asset Management first reported a position in SBSI in Q2 2015 and held it in 7 quarters. The position peaked at $2.07M in Q3 2015. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

Balyasny Asset Management reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
Balyasny Asset Management sold 9,648 Southside Bancshares shares in Q3 2025, an estimated $284K.
Balyasny Asset Management first reported a position in Southside Bancshares in Q2 2015 and held it in 7 quarters.
Balyasny Asset Management's Southside Bancshares position peaked at $2.07M in Q3 2015.
176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.