Global Retirement Partners’s Southside Bancshares SBSI Stock Holding History

Global Retirement Partners’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 Q4	$729	Hold	24	–	–	﹤0.01%	3934
2025 Q3	$678	Hold	24	–	–	﹤0.01%	3596
2025 Q2	$706	Buy	+24	New	+$680	﹤0.01%	3518
2024 Q4	$762	Hold	24	–	–	﹤0.01%	3329
2024 Q3	$802	Hold	24	–	–	﹤0.01%	3197
2024 Q2	$663	Hold	24	–	–	﹤0.01%	3250
2024 Q1	$702	Hold	24	–	–	﹤0.01%	3052
2023 Q4	$715	Hold	24	–	–	﹤0.01%	2984
2023 Q3	$671	Hold	24	–	–	﹤0.01%	2880
2023 Q2	$628	Hold	24	–	–	﹤0.01%	2897
2023 Q1	$682	Buy	+24	New	+$875	﹤0.01%	2838

Other funds holding SBSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return