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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
Q2 		$298K Buy
8,462
+2
+0% +$66 ﹤0.01% 757
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 $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

Curi RMB Capital's SBSI Position: Q2 2026 in Review

Curi RMB Capital increased its Southside Bancshares (SBSI) stake by 0.02% in Q2 2026, buying an estimated $66 and bringing the position to 8,462 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Curi RMB Capital first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Curi RMB Capital held 8,462 shares of Southside Bancshares worth $298K as of Q2 2026.
  • Curi RMB Capital bought 2 Southside Bancshares shares in Q2 2026, an estimated $66.
  • Southside Bancshares made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #757 holding.
  • Curi RMB Capital first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.