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Chilton Capital Management’s Southside Bancshares SBSI Stock Holding History

Chilton Capital 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
2025
Q2 		– Sell
-690
Closed -$20K – 571
2025
Q1 		$20K Buy
+690
New +$21.2K ﹤0.01% 409

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Dimensional Fund Advisors
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State Street
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Chilton Capital Management's SBSI Position: Q2 2025 in Review

Chilton Capital Management sold out of Southside Bancshares (SBSI) in Q2 2025, closing a stake of 690 shares — an estimated $20K sold.

Chilton Capital Management first reported a position in SBSI in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 175 funds tracked by Wall St. Rank hold SBSI as of Q2 2025.

  • Chilton Capital Management reported no remaining Southside Bancshares position as of Q2 2025 after selling out during the quarter.
  • Chilton Capital Management sold 690 Southside Bancshares shares in Q2 2025, an estimated $20K.
  • Chilton Capital Management first reported a position in Southside Bancshares in Q1 2025 and held it in 1 quarter.
  • Chilton Capital Management's Southside Bancshares position peaked at $20K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2025.

Based on Chilton Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.