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Concurrent Investment Advisors’s Southside Bancshares SBSI Stock Holding History

Concurrent Investment 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 		$308K Buy
8,739
+125
+1% +$4.14K ﹤0.01% 1676
2026
Q1 		$268K Buy
+8,614
New +$273K ﹤0.01% 1571

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 $3.37T AUM 44.26% 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

Concurrent Investment Advisors's SBSI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Southside Bancshares (SBSI) stake by 1.5% in Q2 2026, buying an estimated $4.14K and bringing the position to 8,739 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Concurrent Investment Advisors first reported a position in SBSI in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Concurrent Investment Advisors held 8,739 shares of Southside Bancshares worth $308K as of Q2 2026.
  • Concurrent Investment Advisors bought 125 Southside Bancshares shares in Q2 2026, an estimated $4.14K.
  • Southside Bancshares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1676 holding.
  • Concurrent Investment Advisors first reported a position in Southside Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.