Connor, Clark & Lunn Investment Management (CC&L)’s Southside Bancshares SBSI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-31,497	Closed	-$890K	–	1758
2025 Q3	$890K	Sell	31,497 -6,648	-17%	-$201K	﹤0.01%	1095
2025 Q2	$1.12M	Sell	38,145 -23,981	-39%	-$680K	﹤0.01%	1018
2025 Q1	$1.8M	Buy	62,126 +7,644	+14%	+$234K	0.01%	761
2024 Q4	$1.73M	Buy	54,482 +19,141	+54%	+$650K	0.01%	766
2024 Q3	$1.18M	Buy	35,341 +22,687	+179%	+$727K	0.01%	828
2024 Q2	$349K	Buy	12,654 +4,928	+64%	+$134K	﹤0.01%	1145
2024 Q1	$226K	Buy	+7,726	New	+$230K	﹤0.01%	1366

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SBSI Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Southside Bancshares (SBSI) in Q4 2025, closing a stake of 31,497 shares — an estimated $890K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SBSI in Q1 2024 and held it in 7 quarters. The position peaked at $1.8M in Q1 2025. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Southside Bancshares position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 31,497 Southside Bancshares shares in Q4 2025, an estimated $890K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Southside Bancshares in Q1 2024 and held it in 7 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Southside Bancshares position peaked at $1.8M in Q1 2025.
181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.