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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
Q2 		$3.99M Buy
113,411
+13,113
+13% +$434K 0.02% 804
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 $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 $3.37T AUM 44.26% 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

Empowered Funds's SBSI Position: Q2 2026 in Review

Empowered Funds increased its Southside Bancshares (SBSI) stake by 13% in Q2 2026, buying an estimated $434K and bringing the position to 113,411 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #804.

Empowered Funds first reported a position in SBSI in Q3 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Empowered Funds held 113,411 shares of Southside Bancshares worth $3.99M as of Q2 2026.
  • Empowered Funds bought 13,113 Southside Bancshares shares in Q2 2026, an estimated $434K.
  • Southside Bancshares made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #804 holding.
  • Empowered Funds first reported a position in Southside Bancshares in Q3 2023 and has held it in 12 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.