Enclave Advisors’s Southside Bancshares SBSI Stock Holding History

Enclave 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
2025 Q3	–	Sell	-21,478	Closed	-$632K	–	126
2025 Q2	$632K	Buy	+21,478	New	+$609K	0.1%	67

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Enclave Advisors's SBSI Position: Q3 2025 in Review

Enclave Advisors sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 21,478 shares — an estimated $632K sold.

Enclave Advisors first reported a position in SBSI in Q2 2025 and held it in 1 quarter. The position peaked at $632K in Q2 2025. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

Enclave Advisors reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
Enclave Advisors sold 21,478 Southside Bancshares shares in Q3 2025, an estimated $632K.
Enclave Advisors first reported a position in Southside Bancshares in Q2 2025 and held it in 1 quarter.
Enclave Advisors's Southside Bancshares position peaked at $632K in Q2 2025.
176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on Enclave Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.