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GeoWealth Management’s Southside Bancshares SBSI Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-36
Closed -$1.14K – 1675
2024
Q4 		$1.14K Sell
36
-10
-22% -$340 ﹤0.01% 1687
2024
Q3 		$1.54K Buy
+46
New +$1.48K ﹤0.01% 1571

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GeoWealth Management's SBSI Position: Q1 2025 in Review

GeoWealth Management sold out of Southside Bancshares (SBSI) in Q1 2025, closing a stake of 36 shares — an estimated $1.14K sold.

GeoWealth Management first reported a position in SBSI in Q3 2024 and held it in 2 quarters. The position peaked at $1.54K in Q3 2024. 171 funds tracked by Wall St. Rank hold SBSI as of Q1 2025.

  • GeoWealth Management reported no remaining Southside Bancshares position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 36 Southside Bancshares shares in Q1 2025, an estimated $1.14K.
  • GeoWealth Management first reported a position in Southside Bancshares in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Southside Bancshares position peaked at $1.54K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.