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Financial Consulate’s Southside Bancshares SBSI Stock Holding History

Financial Consulate’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 		$467 Hold
15
– – ﹤0.01% 1297
2025
Q4 		$456 Hold
15
– – ﹤0.01% 1216
2025
Q3 		$424 Buy
+15
New +$454 ﹤0.01% 1086

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

Financial Consulate's SBSI Position: Q1 2026 in Review

Financial Consulate held its Southside Bancshares (SBSI) position steady in Q1 2026 at 15 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Financial Consulate first reported a position in SBSI in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Financial Consulate held 15 shares of Southside Bancshares worth $467 as of Q1 2026.
  • Financial Consulate left its Southside Bancshares share count unchanged in Q1 2026.
  • Southside Bancshares made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1297 holding.
  • Financial Consulate first reported a position in Southside Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.