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Castleview Partners’s Southside Bancshares SBSI Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-9,953
Closed -$238 – 967
2021
Q4 		$238 Buy
+9,953
New +$411K ﹤0.01% 643

Other funds holding SBSI

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Castleview Partners's SBSI Position: Q1 2022 in Review

Castleview Partners sold out of Southside Bancshares (SBSI) in Q1 2022, closing a stake of 9,953 shares — an estimated $238 sold.

Castleview Partners first reported a position in SBSI in Q4 2021 and held it in 1 quarter. The position peaked at $238 in Q4 2021. 139 funds tracked by Wall St. Rank hold SBSI as of Q1 2022.

  • Castleview Partners reported no remaining Southside Bancshares position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 9,953 Southside Bancshares shares in Q1 2022, an estimated $238.
  • Castleview Partners first reported a position in Southside Bancshares in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's Southside Bancshares position peaked at $238 in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.