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Clearstead Advisors’s Southside Bancshares SBSI Stock Holding History

Clearstead 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
Q2 		$247 Buy
+7
New +$232 ﹤0.01% 3135
2025
Q4 		– Sell
-122
Closed -$3.45K – 3183
2025
Q3 		$3.45K Buy
122
+12
+11% +$363 ﹤0.01% 2295
2025
Q2 		$3.24K Buy
+110
New +$3.12K ﹤0.01% 2224

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's SBSI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Southside Bancshares (SBSI) in Q2 2026: 7 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #3135 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SBSI as recently as Q3 2025.

Clearstead Advisors first reported a position in SBSI in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.45K in Q3 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Clearstead Advisors held 7 shares of Southside Bancshares worth $247 as of Q2 2026.
  • Southside Bancshares was a new Clearstead Advisors position in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3135 holding.
  • Clearstead Advisors first reported a position in Southside Bancshares in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Southside Bancshares position peaked at $3.45K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.