Dimensional Fund Advisors’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.5M | Buy |
1,406,812
+22,067
| +2% | +$731K | 0.01% | 1602 |
|
|
2026
Q1 | $43.1M | Buy |
1,384,745
+7,496
| +0.5% | +$238K | 0.01% | 1580 |
|
|
2025
Q4 | $41.9M | Sell |
1,377,249
-5,274
| -0.4% | -$155K | 0.01% | 1603 |
|
|
2025
Q3 | $39.1M | Buy |
1,382,523
+5,237
| +0.4% | +$158K | 0.01% | 1652 |
|
|
2025
Q2 | $40.5M | Buy |
1,377,286
+3,152
| +0.2% | +$89.3K | 0.01% | 1616 |
|
|
2025
Q1 | $39.8M | Buy |
1,374,134
+54,218
| +4% | +$1.66M | 0.01% | 1589 |
|
|
2024
Q4 | $41.9M | Buy |
1,319,916
+49,565
| +4% | +$1.68M | 0.01% | 1614 |
|
|
2024
Q3 | $42.5M | Buy |
1,270,351
+103,415
| +9% | +$3.32M | 0.01% | 1602 |
|
|
2024
Q2 | $32.2M | Sell |
1,166,936
-28,941
| -2% | -$785K | 0.01% | 1714 |
|
|
2024
Q1 | $35M | Sell |
1,195,877
-37,657
| -3% | -$1.12M | 0.01% | 1691 |
|
|
2023
Q4 | $38.6M | Sell |
1,233,534
-5,025
| -0.4% | -$146K | 0.01% | 1611 |
|
|
2023
Q3 | $35.5M | Sell |
1,238,559
-75,018
| -6% | -$2.23M | 0.01% | 1570 |
|
|
2023
Q2 | $34.4M | Sell |
1,313,577
-3,782
| -0.3% | -$110K | 0.01% | 1628 |
|
|
2023
Q1 | $43.7M | Buy |
1,317,359
+36,889
| +3% | +$1.35M | 0.01% | 1432 |
|
|
2022
Q4 | $46.1K | Buy |
1,280,470
+9,521
| +0.7% | +$338K | 0.01% | 1368 |
|
|
2022
Q3 | $44.9M | Sell |
1,270,949
-2,142
| -0.2% | -$82.2K | 0.02% | 1310 |
|
|
2022
Q2 | $47.6M | Buy |
1,273,091
+10,320
| +0.8% | +$402K | 0.02% | 1322 |
|
|
2022
Q1 | $51.6M | Buy |
1,262,771
+12,168
| +1% | +$513K | 0.02% | 1379 |
|
|
2021
Q4 | $52.3M | Buy |
1,250,603
+17,665
| +1% | +$730K | 0.02% | 1377 |
|
|
2021
Q3 | $47.2M | Sell |
1,232,938
-41,933
| -3% | -$1.54M | 0.02% | 1456 |
|
|
2021
Q2 | $48.7M | Sell |
1,274,871
-35,204
| -3% | -$1.44M | 0.02% | 1476 |
|
|
2021
Q1 | $50.5M | Sell |
1,310,075
-81,796
| -6% | -$2.9M | 0.02% | 1440 |
|
|
2020
Q4 | $43.2M | Sell |
1,391,871
-54,631
| -4% | -$1.57M | 0.02% | 1486 |
|
|
2020
Q3 | $35.3M | Sell |
1,446,502
-69,823
| -5% | -$1.89M | 0.02% | 1470 |
|
|
2020
Q2 | $42M | Sell |
1,516,325
-55,982
| -4% | -$1.59M | 0.02% | 1355 |
|
|
2020
Q1 | $47.8M | Sell |
1,572,307
-50,180
| -3% | -$1.7M | 0.02% | 1066 |
|
|
2019
Q4 | $60.3M | Sell |
1,622,487
-14,736
| -0.9% | -$521K | 0.02% | 1244 |
|
|
2019
Q3 | $55.8M | Sell |
1,637,223
-5,225
| -0.3% | -$174K | 0.02% | 1291 |
|
|
2019
Q2 | $53.2M | Buy |
1,642,448
+12,514
| +0.8% | +$424K | 0.02% | 1365 |
|
|
2019
Q1 | $54.2M | Sell |
1,629,934
-1,717
| -0.1% | -$58.2K | 0.02% | 1319 |
|
|
2018
Q4 | $51.8M | Buy |
1,631,651
+67,337
| +4% | +$2.19M | 0.02% | 1195 |
|
|
2018
Q3 | $54.4M | Buy |
1,564,314
+21,313
| +1% | +$754K | 0.02% | 1374 |
|
|
2018
Q2 | $52M | Buy |
1,543,001
+161,364
| +12% | +$5.55M | 0.02% | 1379 |
|
|
2018
Q1 | $48M | Sell |
1,381,637
-5,069
| -0.4% | -$176K | 0.02% | 1389 |
|
|
2017
Q4 | $46.7M | Buy |
1,386,706
+12,699
| +0.9% | +$449K | 0.02% | 1426 |
|
|
2017
Q3 | $50M | Buy |
1,374,007
+75,241
| +6% | +$2.55M | 0.02% | 1305 |
|
|
2017
Q2 | $45.4M | Buy |
1,298,766
+52,014
| +4% | +$1.75M | 0.02% | 1358 |
|
|
2017
Q1 | $40.8M | Buy |
1,246,752
+157,052
| +14% | +$5.37M | 0.02% | 1399 |
|
|
2016
Q4 | $40M | Buy |
1,089,700
+61,797
| +6% | +$2.13M | 0.02% | 1376 |
|
|
2016
Q3 | $32.3M | Buy |
1,027,903
+44,533
| +5% | +$1.38M | 0.02% | 1502 |
|
|
2016
Q2 | $29.7M | Buy |
983,370
+64,243
| +7% | +$1.75M | 0.02% | 1519 |
|
|
2016
Q1 | $22.3M | Buy |
919,127
+76,722
| +9% | +$1.67M | 0.01% | 1730 |
|
|
2015
Q4 | $18.8M | Buy |
842,405
+1,021
| +0.1% | +$25.5K | 0.01% | 1832 |
|
|
2015
Q3 | $21.5M | Buy |
841,384
+20,677
| +3% | +$522K | 0.01% | 1666 |
|
|
2015
Q2 | $22.3M | Buy |
820,707
+5,674
| +0.7% | +$146K | 0.01% | 1745 |
|
|
2015
Q1 | $20.7M | Sell |
815,033
-21,813
| -3% | -$552K | 0.01% | 1757 |
|
|
2014
Q4 | $21.4M | Buy |
836,846
+201,677
| +32% | +$5.73M | 0.01% | 1678 |
|
|
2014
Q3 | $18.7M | Sell |
635,169
-4,935
| -0.8% | -$135K | 0.01% | 1704 |
|
|
2014
Q2 | $16.4M | Buy |
640,104
+14,588
| +2% | +$360K | 0.01% | 1842 |
|
|
2014
Q1 | $16.5M | Sell |
625,516
-2,384
| -0.4% | -$57.4K | 0.01% | 1756 |
|
|
2013
Q4 | $14.5M | Buy |
627,900
+13,763
| +2% | +$316K | 0.01% | 1858 |
|
|
2013
Q3 | $13.9M | Buy |
614,137
+1,095
| +0.2% | +$23.4K | 0.01% | 1806 |
|
|
2013
Q2 | $12.3M | Buy |
+613,042
| New | +$11.3M | 0.01% | 1820 |
|
Other funds holding SBSI
Dimensional Fund Advisors's SBSI Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Southside Bancshares (SBSI) stake by 1.6% in Q2 2026, buying an estimated $731K and bringing the position to 1,406,812 shares worth $49.5M. The position accounts for 0.01% of the portfolio, ranked #1602.
Dimensional Fund Advisors first reported a position in SBSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.3M in Q4 2019. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.
- Dimensional Fund Advisors held 1,406,812 shares of Southside Bancshares worth $49.5M as of Q2 2026.
- Dimensional Fund Advisors bought 22,067 Southside Bancshares shares in Q2 2026, an estimated $731K.
- Southside Bancshares made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1602 holding.
- Dimensional Fund Advisors first reported a position in Southside Bancshares in Q2 2013 and has held it in 53 quarters since.
- Dimensional Fund Advisors's Southside Bancshares position peaked at $60.3M in Q4 2019.
- 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.