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Catalyst Funds Management’s Southside Bancshares SBSI Stock Holding History

Catalyst Funds Management’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
-1,200
Closed -$40.1K – 1102
2024
Q3 		$40.1K Buy
1,200
+900
+300% +$28.9K 0.01% 880
2024
Q2 		$8.28K Sell
300
-2,100
-88% -$56.9K ﹤0.01% 965
2024
Q1 		$70.2K Buy
+2,400
New +$71.4K 0.02% 482

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

Catalyst Funds Management's SBSI Position: Q4 2024 in Review

Catalyst Funds Management sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 1,200 shares — an estimated $40.1K sold.

Catalyst Funds Management first reported a position in SBSI in Q1 2024 and held it in 3 quarters. The position peaked at $70.2K in Q1 2024. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

  • Catalyst Funds Management reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,200 Southside Bancshares shares in Q4 2024, an estimated $40.1K.
  • Catalyst Funds Management first reported a position in Southside Bancshares in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Southside Bancshares position peaked at $70.2K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.