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Denali Advisors’s Southside Bancshares SBSI Stock Holding History

Denali 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
2024
Q2 		– Sell
-9,100
Closed -$266K – 415
2024
Q1 		$266K Buy
+9,100
New +$271K 0.08% 200
2023
Q4 		– Sell
-4,700
Closed -$135K – 500
2023
Q3 		$135K Buy
+4,700
New +$140K 0.05% 255

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's SBSI Position: Q2 2024 in Review

Denali Advisors sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 9,100 shares — an estimated $266K sold.

Denali Advisors first reported a position in SBSI in Q3 2023 and held it in 2 quarters. The position peaked at $266K in Q1 2024. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • Denali Advisors reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 9,100 Southside Bancshares shares in Q2 2024, an estimated $266K.
  • Denali Advisors first reported a position in Southside Bancshares in Q3 2023 and held it in 2 quarters.
  • Denali Advisors's Southside Bancshares position peaked at $266K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.