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Hamilton Point Investment Advisors’s Southside Bancshares SBSI Stock Holding History

Hamilton Point Investment Advisors’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
2024
Q2 		– Sell
-57,366
Closed -$1.68M – 150
2024
Q1 		$1.68M Sell
57,366
-966
-2% -$28.7K 0.32% 63
2023
Q4 		$1.83M Sell
58,332
-476
-0.8% -$13.8K 0.37% 62
2023
Q3 		$1.69M Buy
58,808
+143
+0.2% +$4.26K 0.42% 58
2023
Q2 		$1.53M Sell
58,665
-648
-1% -$18.9K 0.37% 60
2023
Q1 		$1.97M Buy
59,313
+583
+1% +$21.3K 0.48% 56
2022
Q4 		$2.11M Buy
58,730
+716
+1% +$25.4K 0.58% 56
2022
Q3 		$2.05M Buy
58,014
+137
+0.2% +$5.26K 0.62% 54
2022
Q2 		$2.17M Buy
57,877
+951
+2% +$37K 0.63% 56
2022
Q1 		$2.32M Buy
56,926
+2,088
+4% +$88K 0.6% 54
2021
Q4 		$2.29M Buy
54,838
+13,106
+31% +$542K 0.55% 56
2021
Q3 		$1.6M Buy
41,732
+770
+2% +$28.3K 0.42% 59
2021
Q2 		$1.57M Buy
+40,962
New +$1.67M 0.42% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Point Investment Advisors's SBSI Position: Q2 2024 in Review

Hamilton Point Investment Advisors sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 57,366 shares — an estimated $1.68M sold.

Hamilton Point Investment Advisors first reported a position in SBSI in Q2 2021 and held it in 12 quarters. The position peaked at $2.32M in Q1 2022. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • Hamilton Point Investment Advisors reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 57,366 Southside Bancshares shares in Q2 2024, an estimated $1.68M.
  • Hamilton Point Investment Advisors first reported a position in Southside Bancshares in Q2 2021 and held it in 12 quarters.
  • Hamilton Point Investment Advisors's Southside Bancshares position peaked at $2.32M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.