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Capital Performance Advisors’s Southside Bancshares SBSI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-197
Closed -$6.59K – 2202
2024
Q3 		$6.59K Buy
+197
New +$6.32K ﹤0.01% 997

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Performance Advisors's SBSI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 197 shares — an estimated $6.59K sold.

Capital Performance Advisors first reported a position in SBSI in Q3 2024 and held it in 1 quarter. The position peaked at $6.59K in Q3 2024. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 197 Southside Bancshares shares in Q4 2024, an estimated $6.59K.
  • Capital Performance Advisors first reported a position in Southside Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Southside Bancshares position peaked at $6.59K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.