Focus Partners Wealth
SBSI icon

Focus Partners Wealth’s Southside Bancshares SBSI Stock Holding History

Focus Partners Wealth’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 		$382K Sell
10,848
-422
-4% -$14K ﹤0.01% 2121
2026
Q1 		$350K Buy
11,270
+2,002
+22% +$63.5K ﹤0.01% 2106
2025
Q4 		$282K Buy
+9,268
New +$272K ﹤0.01% 2260

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

Focus Partners Wealth's SBSI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Southside Bancshares (SBSI) stake by 3.7% in Q2 2026, selling an estimated $14K and leaving 10,848 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Focus Partners Wealth first reported a position in SBSI in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Focus Partners Wealth held 10,848 shares of Southside Bancshares worth $382K as of Q2 2026.
  • Focus Partners Wealth sold 422 Southside Bancshares shares in Q2 2026, an estimated $14K.
  • Southside Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2121 holding.
  • Focus Partners Wealth first reported a position in Southside Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.