Bell Investment Advisors’s Southside Bancshares SBSI Stock Holding History

Bell Investment 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
2022 Q4	–	Sell	-13	Closed	–	–	2021
2022 Q3	$0	Buy	+13	New	+$499	﹤0.01%	1925

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

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

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

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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bell Investment Advisors's SBSI Position: Q4 2022 in Review

Bell Investment Advisors sold out of Southside Bancshares (SBSI) in Q4 2022, closing a stake of 13 shares.

Bell Investment Advisors first reported a position in SBSI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 138 funds tracked by Wall St. Rank hold SBSI as of Q4 2022.

Bell Investment Advisors reported no remaining Southside Bancshares position as of Q4 2022 after selling out during the quarter.
Bell Investment Advisors sold 13 Southside Bancshares shares in Q4 2022.
Bell Investment Advisors first reported a position in Southside Bancshares in Q3 2022 and held it in 1 quarter.
Bell Investment Advisors's Southside Bancshares position peaked at $0 in Q3 2022.
138 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.