Franklin Resources
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Franklin Resources’s Southside Bancshares SBSI Stock Holding History

Franklin Resources’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 		$673K Buy
19,133
+779
+4% +$25.8K ﹤0.01% 2457
2026
Q1 		$571K Buy
+18,354
New +$582K ﹤0.01% 2418
2024
Q2 		– Sell
-13,092
Closed -$383K – 2957
2024
Q1 		$383K Buy
+13,092
New +$389K ﹤0.01% 2373
2023
Q4 		– Sell
-15,738
Closed -$452K – 2708
2023
Q3 		$452K Buy
+15,738
New +$469K ﹤0.01% 1973

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 $3.37T AUM 44.26% 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

Franklin Resources's SBSI Position: Q2 2026 in Review

Franklin Resources increased its Southside Bancshares (SBSI) stake by 4.2% in Q2 2026, buying an estimated $25.8K and bringing the position to 19,133 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Franklin Resources first reported a position in SBSI in Q3 2023 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Franklin Resources held 19,133 shares of Southside Bancshares worth $673K as of Q2 2026.
  • Franklin Resources bought 779 Southside Bancshares shares in Q2 2026, an estimated $25.8K.
  • Southside Bancshares made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2457 holding.
  • Franklin Resources first reported a position in Southside Bancshares in Q3 2023 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.