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Empowered Funds’s Southside Bancshares SBSI Stock Holding History

Empowered Funds’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 		$3.12M Buy
100,298
+69,431
+225% +$2.2M 0.02% 856
2025
Q4 		$938K Buy
30,867
+6,264
+25% +$184K 0.02% 654
2025
Q3 		$695K Sell
24,603
-9,896
-29% -$299K 0.01% 1291
2025
Q2 		$1.02M Sell
34,499
-47,712
-58% -$1.35M 0.01% 1064
2025
Q1 		$2.38M Buy
82,211
+4,198
+5% +$129K 0.03% 664
2024
Q4 		$2.48M Buy
78,013
+3,763
+5% +$128K 0.04% 637
2024
Q3 		$2.48M Buy
74,250
+3,752
+5% +$120K 0.04% 588
2024
Q2 		$1.95M Buy
70,498
+5,040
+8% +$137K 0.03% 620
2024
Q1 		$1.91M Buy
65,458
+4,900
+8% +$146K 0.03% 640
2023
Q4 		$1.9M Buy
60,558
+33,402
+123% +$972K 0.05% 536
2023
Q3 		$779K Buy
+27,156
New +$809K 0.02% 753

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

Empowered Funds's SBSI Position: Q1 2026 in Review

Empowered Funds increased its Southside Bancshares (SBSI) stake by 225% in Q1 2026, buying an estimated $2.2M and bringing the position to 100,298 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #856.

Empowered Funds first reported a position in SBSI in Q3 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Empowered Funds held 100,298 shares of Southside Bancshares worth $3.12M as of Q1 2026.
  • Empowered Funds bought 69,431 Southside Bancshares shares in Q1 2026, an estimated $2.2M.
  • Southside Bancshares made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #856 holding.
  • Empowered Funds first reported a position in Southside Bancshares in Q3 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.