Fidelity Investments
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Fidelity Investments’s Southside Bancshares SBSI Stock Holding History

Fidelity Investments’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 		$74K Sell
2,379
-778
-25% -$24.7K ﹤0.01% 3940
2025
Q4 		$96K Buy
3,157
+220
+7% +$6.45K ﹤0.01% 3770
2025
Q3 		$83K Buy
2,937
+406
+16% +$12.3K ﹤0.01% 3741
2025
Q2 		$74.5K Buy
2,531
+1,136
+81% +$32.2K ﹤0.01% 3728
2025
Q1 		$40.4K Buy
1,395
+123
+10% +$3.77K ﹤0.01% 3946
2024
Q4 		$40.4K Sell
1,272
-2,160
-63% -$73.4K ﹤0.01% 3945
2024
Q3 		$115K Buy
3,432
+2,382
+227% +$76.4K ﹤0.01% 3409
2024
Q2 		$29K Sell
1,050
-758
-42% -$20.6K ﹤0.01% 3893
2024
Q1 		$52.8K Buy
1,808
+1,300
+256% +$38.7K ﹤0.01% 3559
2023
Q4 		$15.9K Sell
508
-11
-2% -$320 ﹤0.01% 4063
2023
Q3 		$14.9K Buy
519
+177
+52% +$5.27K ﹤0.01% 3953
2023
Q2 		$8.95K Sell
342
-151
-31% -$4.39K ﹤0.01% 4186
2023
Q1 		$16.4K Buy
493
+274
+125% +$9.99K ﹤0.01% 3928
2022
Q4 		$7.88K Sell
219
-101
-32% -$3.58K ﹤0.01% 4097
2022
Q3 		$11K Buy
320
+164
+105% +$6.29K ﹤0.01% 4063
2022
Q2 		$6K Sell
156
-103
-40% -$4.01K ﹤0.01% 4275
2022
Q1 		$11K Buy
259
+200
+339% +$8.43K ﹤0.01% 4233
2021
Q4 		$2K Sell
59
-24
-29% -$992 ﹤0.01% 4040
2021
Q3 		$3K Sell
83
-207
-71% -$7.62K ﹤0.01% 3926
2021
Q2 		$11K Buy
+290
New +$11.8K ﹤0.01% 3535
2020
Q2 		– Sell
-1
Closed – – 4102
2020
Q1 		$0 Sell
1
-36
-97% -$1.22K ﹤0.01% 4189
2019
Q4 		$1K Sell
37
-3,811
-99% -$135K ﹤0.01% 3685
2019
Q3 		$131K Buy
3,848
+3,592
+1,403% +$119K ﹤0.01% 2706
2019
Q2 		$8K Sell
256
-314
-55% -$10.6K ﹤0.01% 3287
2019
Q1 		$19K Sell
570
-589
-51% -$20K ﹤0.01% 2988
2018
Q4 		$37K Hold
1,159
– – ﹤0.01% 2776
2018
Q3 		$40K Buy
+1,159
New +$41K ﹤0.01% 2866

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

Fidelity Investments's SBSI Position: Q1 2026 in Review

Fidelity Investments reduced its Southside Bancshares (SBSI) stake by 25% in Q1 2026, selling an estimated $24.7K and leaving 2,379 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Fidelity Investments first reported a position in SBSI in Q3 2018 and has held it in 27 quarters since. The position peaked at $131K in Q3 2019. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Fidelity Investments held 2,379 shares of Southside Bancshares worth $74K as of Q1 2026.
  • Fidelity Investments sold 778 Southside Bancshares shares in Q1 2026, an estimated $24.7K.
  • Southside Bancshares made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3940 holding.
  • Fidelity Investments first reported a position in Southside Bancshares in Q3 2018 and has held it in 27 quarters since.
  • Fidelity Investments's Southside Bancshares position peaked at $131K in Q3 2019.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.