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Curi RMB Capital’s Southside Bancshares SBSI Stock Holding History

Curi RMB Capital’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
Q1 		$263K Buy
8,460
+149
+2% +$4.72K ﹤0.01% 754
2025
Q4 		$253K Buy
8,311
+871
+12% +$25.5K ﹤0.01% 801
2025
Q3 		$210K Hold
7,440
– – ﹤0.01% 673
2025
Q2 		$219K Buy
+7,440
New +$211K ﹤0.01% 638

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's SBSI Position: Q1 2026 in Review

Curi RMB Capital increased its Southside Bancshares (SBSI) stake by 1.8% in Q1 2026, buying an estimated $4.72K and bringing the position to 8,460 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Curi RMB Capital first reported a position in SBSI in Q2 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Curi RMB Capital held 8,460 shares of Southside Bancshares worth $263K as of Q1 2026.
  • Curi RMB Capital bought 149 Southside Bancshares shares in Q1 2026, an estimated $4.72K.
  • Southside Bancshares made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #754 holding.
  • Curi RMB Capital first reported a position in Southside Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.