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Brooklyn Investment Group’s Southside Bancshares SBSI Stock Holding History

Brooklyn Investment Group’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
-2,467
Closed -$72.6K – 2293
2025
Q2 		$72.6K Buy
2,467
+2,346
+1,939% +$66.5K 0.01% 1132
2025
Q1 		$3.5K Buy
+121
New +$3.71K ﹤0.01% 1958

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Brooklyn Investment Group's SBSI Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 2,467 shares — an estimated $72.6K sold.

Brooklyn Investment Group first reported a position in SBSI in Q1 2025 and held it in 2 quarters. The position peaked at $72.6K in Q2 2025. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 2,467 Southside Bancshares shares in Q3 2025, an estimated $72.6K.
  • Brooklyn Investment Group first reported a position in Southside Bancshares in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Southside Bancshares position peaked at $72.6K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.