Blue Trust Inc’s Southside Bancshares SBSI Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-29	Closed	-$801	–	2898
2024 Q3	$801	Buy	+29	New	+$930	﹤0.01%	2730

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Blue Trust Inc's SBSI Position: Q4 2024 in Review

Blue Trust Inc sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 29 shares — an estimated $801 sold.

Blue Trust Inc first reported a position in SBSI in Q3 2024 and held it in 1 quarter. The position peaked at $801 in Q3 2024. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

Blue Trust Inc reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 29 Southside Bancshares shares in Q4 2024, an estimated $801.
Blue Trust Inc first reported a position in Southside Bancshares in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Southside Bancshares position peaked at $801 in Q3 2024.
157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.