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
2026 Q2	$14.3K	Buy	+406	New	+$13.4K	﹤0.01%	3236
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Retirement Partners's SBSI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Southside Bancshares (SBSI) in Q2 2026: 406 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #3236 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SBSI as recently as Q4 2025.

Global Retirement Partners first reported a position in SBSI in Q1 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Global Retirement Partners held 406 shares of Southside Bancshares worth $14.3K as of Q2 2026.
Southside Bancshares was a new Global Retirement Partners position in Q2 2026.
Southside Bancshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3236 holding.
Global Retirement Partners first reported a position in Southside Bancshares in Q1 2023 and has held it in 12 quarters since.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.