First Trust Advisors
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First Trust Advisors’s Southside Bancshares SBSI Stock Holding History

First Trust 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
-6,875
Closed -$202K – 2714
2025
Q2 		$202K Buy
+6,875
New +$195K ﹤0.01% 2523
2024
Q4 		– Sell
-18,311
Closed -$612K – 2633
2024
Q3 		$612K Buy
18,311
+5,583
+44% +$179K ﹤0.01% 2127
2024
Q2 		$351K Sell
12,728
-4,172
-25% -$113K ﹤0.01% 2183
2024
Q1 		$494K Sell
16,900
-3,146
-16% -$93.6K ﹤0.01% 2152
2023
Q4 		$628K Sell
20,046
-104,520
-84% -$3.04M ﹤0.01% 2089
2023
Q3 		$3.58M Buy
124,566
+48,852
+65% +$1.45M ﹤0.01% 1410
2023
Q2 		$1.98M Buy
75,714
+12,748
+20% +$371K ﹤0.01% 1709
2023
Q1 		$2.09M Buy
62,966
+913
+1% +$33.3K ﹤0.01% 1677
2022
Q4 		$2.23M Buy
62,053
+49,858
+409% +$1.77M ﹤0.01% 1653
2022
Q3 		$431K Sell
12,195
-1,428
-10% -$54.8K ﹤0.01% 2253
2022
Q2 		$510K Sell
13,623
-2,981
-18% -$116K ﹤0.01% 2196
2022
Q1 		$678K Sell
16,604
-1,030
-6% -$43.4K ﹤0.01% 2172
2021
Q4 		$737K Sell
17,634
-2,649
-13% -$109K ﹤0.01% 2170
2021
Q3 		$777K Sell
20,283
-39,244
-66% -$1.44M ﹤0.01% 2126
2021
Q2 		$2.28M Sell
59,527
-31,846
-35% -$1.3M ﹤0.01% 1758
2021
Q1 		$3.52M Buy
91,373
+30,202
+49% +$1.07M ﹤0.01% 1454
2020
Q4 		$1.9M Buy
61,171
+19,792
+48% +$570K ﹤0.01% 1609
2020
Q3 		$1.01M Sell
41,379
-67,009
-62% -$1.81M ﹤0.01% 1756
2020
Q2 		$3M Buy
108,388
+54,462
+101% +$1.55M 0.01% 1180
2020
Q1 		$1.64M Sell
53,926
-22,975
-30% -$777K ﹤0.01% 1370
2019
Q4 		$2.86M Buy
76,901
+20,789
+37% +$734K ﹤0.01% 1366
2019
Q3 		$1.91M Sell
56,112
-6,972
-11% -$232K ﹤0.01% 1558
2019
Q2 		$2.04M Buy
63,084
+21,567
+52% +$730K ﹤0.01% 1549
2019
Q1 		$1.38M Sell
41,517
-11,599
-22% -$393K ﹤0.01% 1721
2018
Q4 		$1.69M Sell
53,116
-29,454
-36% -$958K ﹤0.01% 1574
2018
Q3 		$2.87M Buy
82,570
+18,995
+30% +$672K 0.01% 1458
2018
Q2 		$2.14M Buy
63,575
+22,400
+54% +$770K ﹤0.01% 1591
2018
Q1 		$1.43M Sell
41,175
-7,083
-15% -$246K ﹤0.01% 1643
2017
Q4 		$1.63M Buy
48,258
+5,697
+13% +$202K ﹤0.01% 1639
2017
Q3 		$1.55M Sell
42,561
-8,123
-16% -$276K ﹤0.01% 1639
2017
Q2 		$1.77M Sell
50,684
-56,877
-53% -$1.91M ﹤0.01% 1565
2017
Q1 		$3.52M Buy
107,561
+20,575
+24% +$704K 0.01% 1187
2016
Q4 		$3.2M Buy
86,986
+61,944
+247% +$2.14M 0.01% 1184
2016
Q3 		$786K Sell
25,042
-1,535
-6% -$47.7K ﹤0.01% 1828
2016
Q2 		$802K Buy
26,577
+403
+2% +$11K ﹤0.01% 1796
2016
Q1 		$634K Sell
26,174
-29,448
-53% -$642K ﹤0.01% 1852
2015
Q4 		$1.24M Buy
55,622
+13,956
+33% +$348K ﹤0.01% 1649
2015
Q3 		$1.07M Buy
41,666
+16,907
+68% +$426K ﹤0.01% 1709
2015
Q2 		$672K Sell
24,759
-20
-0.1% -$516 ﹤0.01% 1900
2015
Q1 		$629K Sell
24,779
-2,254
-8% -$57K ﹤0.01% 1908
2014
Q4 		$692K Buy
27,033
+4,313
+19% +$123K ﹤0.01% 1874
2014
Q3 		$668K Sell
22,720
-385
-2% -$10.5K ﹤0.01% 1834
2014
Q2 		$592K Sell
23,105
-3,315
-13% -$81.8K ﹤0.01% 1862
2014
Q1 		$699K Buy
26,420
+2,882
+12% +$69.4K ﹤0.01% 1815
2013
Q4 		$542K Sell
23,538
-8,936
-28% -$205K ﹤0.01% 1866
2013
Q3 		$735K Buy
32,474
+4,927
+18% +$105K ﹤0.01% 1708
2013
Q2 		$554K Buy
+27,547
New +$509K ﹤0.01% 1761

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors's SBSI Position: Q3 2025 in Review

First Trust Advisors sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 6,875 shares — an estimated $202K sold.

First Trust Advisors first reported a position in SBSI in Q2 2013 and held it in 47 quarters. The position peaked at $3.58M in Q3 2023. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

  • First Trust Advisors reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 6,875 Southside Bancshares shares in Q3 2025, an estimated $202K.
  • First Trust Advisors first reported a position in Southside Bancshares in Q2 2013 and held it in 47 quarters.
  • First Trust Advisors's Southside Bancshares position peaked at $3.58M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.