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Essential Partners’s Southside Bancshares SBSI Stock Holding History

Essential Partners’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 		$5.81K Buy
165
+13
+9% +$431 ﹤0.01% 1477
2026
Q1 		$4.73K Buy
152
+3
+2% +$95 ﹤0.01% 1597
2025
Q4 		$4.53K Sell
149
-251
-63% -$7.35K ﹤0.01% 1470
2025
Q3 		$11.3K Buy
400
+361
+926% +$10.9K ﹤0.01% 1116
2025
Q2 		$1.15K Buy
+39
New +$1.1K ﹤0.01% 1473

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 $3.38T AUM 44.17% 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

Essential Partners's SBSI Position: Q2 2026 in Review

Essential Partners increased its Southside Bancshares (SBSI) stake by 8.6% in Q2 2026, buying an estimated $431 and bringing the position to 165 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Essential Partners first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3K in Q3 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Essential Partners held 165 shares of Southside Bancshares worth $5.81K as of Q2 2026.
  • Essential Partners bought 13 Southside Bancshares shares in Q2 2026, an estimated $431.
  • Southside Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1477 holding.
  • Essential Partners first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Southside Bancshares position peaked at $11.3K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.