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Creative Financial Designs’s Southside Bancshares SBSI Stock Holding History

Creative Financial Designs’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
-289
Closed -$8.17K – 2139
2025
Q3 		$8.17K Buy
289
+3
+1% +$91 ﹤0.01% 1415
2025
Q2 		$8.41K Buy
286
+8
+3% +$227 ﹤0.01% 1387
2025
Q1 		$8.06K Buy
278
+3
+1% +$92 ﹤0.01% 1347
2024
Q4 		$8.73K Buy
275
+3
+1% +$102 ﹤0.01% 1284
2024
Q3 		$9.1K Buy
272
+125
+85% +$4.01K ﹤0.01% 1224
2024
Q2 		$4.06K Buy
+147
New +$3.99K ﹤0.01% 1366

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Financial Designs's SBSI Position: Q4 2025 in Review

Creative Financial Designs sold out of Southside Bancshares (SBSI) in Q4 2025, closing a stake of 289 shares — an estimated $8.17K sold.

Creative Financial Designs first reported a position in SBSI in Q2 2024 and held it in 6 quarters. The position peaked at $9.1K in Q3 2024. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

  • Creative Financial Designs reported no remaining Southside Bancshares position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 289 Southside Bancshares shares in Q4 2025, an estimated $8.17K.
  • Creative Financial Designs first reported a position in Southside Bancshares in Q2 2024 and held it in 6 quarters.
  • Creative Financial Designs's Southside Bancshares position peaked at $9.1K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.