Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Southside Bancshares SBSI Stock Holding History

Cambridge Investment Research 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
2023
Q2 		– Sell
-9,192
Closed -$305K – 3274
2023
Q1 		$305K Sell
9,192
-177
-2% -$6.46K ﹤0.01% 2479
2022
Q4 		$337K Buy
9,369
+121
+1% +$4.29K ﹤0.01% 2339
2022
Q3 		$327K Buy
+9,248
New +$355K ﹤0.01% 2293

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's SBSI Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Southside Bancshares (SBSI) in Q2 2023, closing a stake of 9,192 shares — an estimated $305K sold.

Cambridge Investment Research Advisors first reported a position in SBSI in Q3 2022 and held it in 3 quarters. The position peaked at $337K in Q4 2022. 152 funds tracked by Wall St. Rank hold SBSI as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining Southside Bancshares position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,192 Southside Bancshares shares in Q2 2023, an estimated $305K.
  • Cambridge Investment Research Advisors first reported a position in Southside Bancshares in Q3 2022 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Southside Bancshares position peaked at $337K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.