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Brandywine Global Investment Management’s Southside Bancshares SBSI Stock Holding History

Brandywine Global Investment 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
Q4 		$548K Buy
+18,017
New +$528K ﹤0.01% 552
2022
Q3 		– Sell
-37,114
Closed -$1.39M – 765
2022
Q2 		$1.39M Sell
37,114
-2,153
-5% -$83.8K 0.01% 578
2022
Q1 		$1.6M Buy
39,267
+1,693
+5% +$71.3K 0.01% 571
2021
Q4 		$1.57M Hold
37,574
– – 0.01% 552
2021
Q3 		$1.44M Sell
37,574
-2,809
-7% -$103K 0.01% 555
2021
Q2 		$1.54M Buy
+40,383
New +$1.65M 0.01% 559
2016
Q3 		– Sell
-7,747
Closed -$234K – 982
2016
Q2 		$234K Sell
7,747
-2
-0% -$55 ﹤0.01% 670
2016
Q1 		$188K Sell
7,749
-1,292
-14% -$28.1K ﹤0.01% 692
2015
Q4 		$202K Buy
9,041
+646
+8% +$16.1K ﹤0.01% 690
2015
Q3 		$215K Buy
8,395
+1
+0% +$25 ﹤0.01% 698
2015
Q2 		$228K Buy
8,394
+1
+0% +$26 ﹤0.01% 708
2015
Q1 		$214K Hold
8,393
– – ﹤0.01% 717
2014
Q4 		$215K Hold
8,393
– – ﹤0.01% 727
2014
Q3 		$247K Sell
8,393
-90
-1% -$2.46K ﹤0.01% 672
2014
Q2 		$218K Sell
8,483
-4,863
-36% -$120K ﹤0.01% 693
2014
Q1 		$353K Sell
13,346
-250
-2% -$6.02K ﹤0.01% 659
2013
Q4 		$314K Sell
13,596
-4,509
-25% -$103K ﹤0.01% 683
2013
Q3 		$410K Hold
18,105
– – ﹤0.01% 668
2013
Q2 		$365K Buy
+18,105
New +$335K ﹤0.01% 670

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Global Investment Management's SBSI Position: Q4 2025 in Review

Brandywine Global Investment Management opened a new position in Southside Bancshares (SBSI) in Q4 2025: 18,017 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Brandywine Global Investment Management previously reported a position in SBSI as recently as Q2 2022.

Brandywine Global Investment Management first reported a position in SBSI in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2022. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

  • Brandywine Global Investment Management held 18,017 shares of Southside Bancshares worth $548K as of Q4 2025.
  • Southside Bancshares was a new Brandywine Global Investment Management position in Q4 2025.
  • Southside Bancshares made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #552 holding.
  • Brandywine Global Investment Management first reported a position in Southside Bancshares in Q2 2013 and has held it in 19 quarters since.
  • Brandywine Global Investment Management's Southside Bancshares position peaked at $1.6M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.