Charles Schwab’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Sell |
389,867
-16,010
| -4% | -$507K | ﹤0.01% | 2011 |
|
|
2025
Q4 | $12.3M | Buy |
405,877
+37,253
| +10% | +$1.09M | ﹤0.01% | 2024 |
|
|
2025
Q3 | $10.4M | Buy |
368,624
+40,523
| +12% | +$1.23M | ﹤0.01% | 2092 |
|
|
2025
Q2 | $9.66M | Buy |
328,101
+41,650
| +15% | +$1.18M | ﹤0.01% | 2036 |
|
|
2025
Q1 | $8.3M | Sell |
286,451
-6,277
| -2% | -$192K | ﹤0.01% | 2042 |
|
|
2024
Q4 | $9.3M | Sell |
292,728
-32,871
| -10% | -$1.12M | ﹤0.01% | 2047 |
|
|
2024
Q3 | $10.9M | Sell |
325,599
-31,919
| -9% | -$1.02M | ﹤0.01% | 1989 |
|
|
2024
Q2 | $9.87M | Sell |
357,518
-32,098
| -8% | -$870K | ﹤0.01% | 2051 |
|
|
2024
Q1 | $11.4M | Buy |
389,616
+25,791
| +7% | +$767K | ﹤0.01% | 1926 |
|
|
2023
Q4 | $11.4M | Buy |
363,825
+15,470
| +4% | +$450K | ﹤0.01% | 1916 |
|
|
2023
Q3 | $10M | Buy |
348,355
+23,219
| +7% | +$692K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $8.51M | Buy |
325,136
+3,976
| +1% | +$116K | ﹤0.01% | 1982 |
|
|
2023
Q1 | $10.7M | Buy |
321,160
+9,981
| +3% | +$364K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $11.2M | Buy |
311,179
+12,964
| +4% | +$460K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $10.5M | Sell |
298,215
-1,011
| -0.3% | -$38.8K | ﹤0.01% | 1802 |
|
|
2022
Q2 | $11.2M | Buy |
299,226
+3,949
| +1% | +$154K | ﹤0.01% | 1784 |
|
|
2022
Q1 | $12.1M | Buy |
295,277
+7,734
| +3% | +$326K | ﹤0.01% | 1841 |
|
|
2021
Q4 | $12M | Buy |
287,543
+19,235
| +7% | +$795K | ﹤0.01% | 1907 |
|
|
2021
Q3 | $10.3M | Buy |
268,308
+28,037
| +12% | +$1.03M | ﹤0.01% | 1994 |
|
|
2021
Q2 | $9.19M | Buy |
240,271
+13,919
| +6% | +$568K | ﹤0.01% | 2047 |
|
|
2021
Q1 | $8.72M | Buy |
226,352
+18,403
| +9% | +$652K | ﹤0.01% | 2032 |
|
|
2020
Q4 | $6.45M | Buy |
207,949
+1,058
| +0.5% | +$30.4K | ﹤0.01% | 2090 |
|
|
2020
Q3 | $5.05M | Sell |
206,891
-1,391
| -0.7% | -$37.6K | ﹤0.01% | 2052 |
|
|
2020
Q2 | $5.77M | Buy |
208,282
+9,121
| +5% | +$259K | ﹤0.01% | 1958 |
|
|
2020
Q1 | $6.05M | Buy |
199,161
+2,886
| +1% | +$97.6K | ﹤0.01% | 1737 |
|
|
2019
Q4 | $7.29M | Buy |
196,275
+4,885
| +3% | +$173K | ﹤0.01% | 1828 |
|
|
2019
Q3 | $6.53M | Buy |
191,390
+5,511
| +3% | +$183K | ﹤0.01% | 1834 |
|
|
2019
Q2 | $6.02M | Buy |
185,879
+3,830
| +2% | +$130K | ﹤0.01% | 1883 |
|
|
2019
Q1 | $6.05M | Sell |
182,049
-1,986
| -1% | -$67.3K | ﹤0.01% | 1888 |
|
|
2018
Q4 | $5.84M | Buy |
184,035
+424
| +0.2% | +$13.8K | ﹤0.01% | 1821 |
|
|
2018
Q3 | $6.39M | Buy |
183,611
+22,711
| +14% | +$803K | ﹤0.01% | 1913 |
|
|
2018
Q2 | $5.42M | Buy |
160,900
+19,441
| +14% | +$669K | ﹤0.01% | 1952 |
|
|
2018
Q1 | $4.92M | Buy |
141,459
+4,425
| +3% | +$154K | ﹤0.01% | 1954 |
|
|
2017
Q4 | $4.62M | Buy |
137,034
+8,473
| +7% | +$300K | ﹤0.01% | 1960 |
|
|
2017
Q3 | $4.67M | Buy |
128,561
+6,911
| +6% | +$235K | ﹤0.01% | 1908 |
|
|
2017
Q2 | $4.25M | Buy |
121,650
+1,319
| +1% | +$44.3K | ﹤0.01% | 1903 |
|
|
2017
Q1 | $3.94M | Buy |
120,331
+12,049
| +11% | +$412K | ﹤0.01% | 1898 |
|
|
2016
Q4 | $3.98M | Buy |
108,282
+5,673
| +6% | +$196K | ﹤0.01% | 1864 |
|
|
2016
Q3 | $3.22M | Buy |
102,609
+4,780
| +5% | +$149K | ﹤0.01% | 1896 |
|
|
2016
Q2 | $2.95M | Buy |
97,829
+1,948
| +2% | +$53.1K | ﹤0.01% | 1880 |
|
|
2016
Q1 | $2.32M | Buy |
95,881
+2,925
| +3% | +$63.7K | ﹤0.01% | 1969 |
|
|
2015
Q4 | $2.08M | Buy |
92,956
+3,138
| +3% | +$78.2K | ﹤0.01% | 2060 |
|
|
2015
Q3 | $2.3M | Buy |
89,818
+16,551
| +23% | +$417K | ﹤0.01% | 1987 |
|
|
2015
Q2 | $1.99M | Buy |
73,267
+2,213
| +3% | +$57.1K | ﹤0.01% | 2105 |
|
|
2015
Q1 | $1.8M | Buy |
71,054
+3,146
| +5% | +$79.6K | ﹤0.01% | 2112 |
|
|
2014
Q4 | $1.74M | Buy |
67,908
+13,566
| +25% | +$385K | ﹤0.01% | 2094 |
|
|
2014
Q3 | $1.6M | Buy |
54,342
+1,095
| +2% | +$30K | ﹤0.01% | 2086 |
|
|
2014
Q2 | $1.36M | Sell |
53,247
-344
| -0.6% | -$8.49K | ﹤0.01% | 2185 |
|
|
2014
Q1 | $1.42M | Buy |
53,591
+1,281
| +2% | +$30.8K | ﹤0.01% | 2120 |
|
|
2013
Q4 | $1.21M | Buy |
52,310
+1,538
| +3% | +$35.3K | ﹤0.01% | 2183 |
|
|
2013
Q3 | $1.16M | Buy |
50,772
+522
| +1% | +$11.2K | ﹤0.01% | 2149 |
|
|
2013
Q2 | $1.03M | Buy |
+50,250
| New | +$929K | ﹤0.01% | 2147 |
|
Other funds holding SBSI
VCM
VPM
Charles Schwab's SBSI Position: Q1 2026 in Review
Charles Schwab reduced its Southside Bancshares (SBSI) stake by 3.9% in Q1 2026, selling an estimated $507K and leaving 389,867 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2011.
Charles Schwab first reported a position in SBSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.3M in Q4 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.
- Charles Schwab held 389,867 shares of Southside Bancshares worth $12.1M as of Q1 2026.
- Charles Schwab sold 16,010 Southside Bancshares shares in Q1 2026, an estimated $507K.
- Southside Bancshares made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2011 holding.
- Charles Schwab first reported a position in Southside Bancshares in Q2 2013 and has held it in 52 quarters since.
- Charles Schwab's Southside Bancshares position peaked at $12.3M in Q4 2025.
- 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.