CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Southside Bancshares SBSI Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$968K Sell
31,128
-5,276
-14% -$167K ﹤0.01% 1635
2025
Q4 		$1.11M Buy
36,404
+640
+2% +$18.7K ﹤0.01% 1444
2025
Q3 		$1.01M Buy
35,764
+91
+0.3% +$2.75K ﹤0.01% 1422
2025
Q2 		$1.05M Buy
35,673
+203
+0.6% +$5.75K ﹤0.01% 1326
2025
Q1 		$1.03M Buy
35,470
+45
+0.1% +$1.38K ﹤0.01% 1255
2024
Q4 		$1.13M Sell
35,425
-3,018
-8% -$102K ﹤0.01% 1166
2024
Q3 		$1.29M Buy
38,443
+3,186
+9% +$102K ﹤0.01% 1042
2024
Q2 		$973K Buy
35,257
+407
+1% +$11K ﹤0.01% 1152
2024
Q1 		$1.02M Sell
34,850
-11,876
-25% -$353K ﹤0.01% 1116
2023
Q4 		$1.46M Sell
46,726
-37
-0.1% -$1.08K 0.01% 1061
2023
Q3 		$1.34M Buy
46,763
+10,550
+29% +$314K 0.01% 1036
2023
Q2 		$947K Sell
36,213
-19
-0.1% -$553 ﹤0.01% 1241
2023
Q1 		$1.2M Buy
36,232
+129
+0.4% +$4.71K 0.01% 941
2022
Q4 		$1.3M Buy
36,103
+205
+0.6% +$7.27K 0.01% 861
2022
Q3 		$1.27M Buy
35,898
+45
+0.1% +$1.73K 0.01% 830
2022
Q2 		$1.34M Sell
35,853
-51
-0.1% -$1.99K 0.01% 718
2022
Q1 		$1.47M Buy
35,904
+1,072
+3% +$45.2K 0.01% 693
2021
Q4 		$1.46M Sell
34,832
-33
-0.1% -$1.36K 0.01% 666
2021
Q3 		$1.33M Buy
34,865
+20
+0.1% +$736 0.01% 636
2021
Q2 		$1.33M Sell
34,845
-55
-0.2% -$2.24K 0.01% 624
2021
Q1 		$1.34M Buy
34,900
+386
+1% +$13.7K 0.01% 576
2020
Q4 		$1.07M Hold
34,514
– – 0.01% 591
2020
Q3 		$845K Hold
34,514
– – 0.01% 559
2020
Q2 		$923K Hold
34,514
– – 0.02% 530
2020
Q1 		$949K Sell
34,514
-1,886
-5% -$63.8K 0.02% 425
2019
Q4 		$1.35M Buy
+36,400
New +$1.29M 0.02% 441
2018
Q3 		– Sell
-300
Closed -$10K – 1684
2018
Q2 		$10K Hold
300
– – ﹤0.01% 1176
2018
Q1 		$10K Buy
+300
New +$10.4K ﹤0.01% 1026

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

CAPTRUST Financial Advisors's SBSI Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Southside Bancshares (SBSI) stake by 14% in Q1 2026, selling an estimated $167K and leaving 31,128 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

CAPTRUST Financial Advisors first reported a position in SBSI in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.47M in Q1 2022. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • CAPTRUST Financial Advisors held 31,128 shares of Southside Bancshares worth $968K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 5,276 Southside Bancshares shares in Q1 2026, an estimated $167K.
  • Southside Bancshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1635 holding.
  • CAPTRUST Financial Advisors first reported a position in Southside Bancshares in Q1 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's Southside Bancshares position peaked at $1.47M in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.