Focus Partners Wealth
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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
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 $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

Focus Partners Wealth's SBSI Position: Q1 2026 in Review

Focus Partners Wealth increased its Southside Bancshares (SBSI) stake by 22% in Q1 2026, buying an estimated $63.5K and bringing the position to 11,270 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Focus Partners Wealth first reported a position in SBSI in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Focus Partners Wealth held 11,270 shares of Southside Bancshares worth $350K as of Q1 2026.
  • Focus Partners Wealth bought 2,002 Southside Bancshares shares in Q1 2026, an estimated $63.5K.
  • Southside Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2106 holding.
  • Focus Partners Wealth first reported a position in Southside Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.