HighTower Advisors
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HighTower Advisors’s Southside Bancshares SBSI Stock Holding History

HighTower 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
2026
Q2 		$555K Sell
15,762
-487
-3% -$16.1K ﹤0.01% 2659
2026
Q1 		$505K Buy
16,249
+2,367
+17% +$75K ﹤0.01% 2701
2025
Q4 		$422K Buy
13,882
+94
+0.7% +$2.75K ﹤0.01% 2760
2025
Q3 		$390K Buy
13,788
+14
+0.1% +$423 ﹤0.01% 2817
2025
Q2 		$405K Buy
13,774
+109
+0.8% +$3.09K ﹤0.01% 2700
2025
Q1 		$396K Sell
13,665
-104
-0.8% -$3.19K ﹤0.01% 2650
2024
Q4 		$437K Buy
13,769
+53
+0.4% +$1.8K ﹤0.01% 2578
2024
Q3 		$459K Hold
13,716
– – ﹤0.01% 2455
2024
Q2 		$378K Buy
13,716
+371
+3% +$10.1K ﹤0.01% 2531
2024
Q1 		$389K Buy
13,345
+458
+4% +$13.6K ﹤0.01% 2473
2023
Q4 		$403K Buy
12,887
+47
+0.4% +$1.37K ﹤0.01% 2474
2023
Q3 		$369K Sell
12,840
-9,465
-42% -$282K ﹤0.01% 2439
2023
Q2 		$582K Sell
22,305
-22
-0.1% -$640 ﹤0.01% 2093
2023
Q1 		$739K Buy
22,327
+4,705
+27% +$172K ﹤0.01% 1851
2022
Q4 		$640K Buy
17,622
+4,745
+37% +$168K ﹤0.01% 1957
2022
Q3 		$454K Hold
12,877
– – ﹤0.01% 2088
2022
Q2 		$480K Hold
12,877
– – ﹤0.01% 2082
2022
Q1 		$525K Hold
12,877
– – ﹤0.01% 2139
2021
Q4 		$539K Hold
12,877
– – ﹤0.01% 2105
2021
Q3 		$493K Hold
12,877
– – ﹤0.01% 2061
2021
Q2 		$491K Hold
12,877
– – ﹤0.01% 2064
2021
Q1 		$495K Hold
12,877
– – ﹤0.01% 1980
2020
Q4 		$399K Buy
+12,877
New +$371K ﹤0.01% 1749

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

HighTower Advisors's SBSI Position: Q2 2026 in Review

HighTower Advisors reduced its Southside Bancshares (SBSI) stake by 3% in Q2 2026, selling an estimated $16.1K and leaving 15,762 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

HighTower Advisors first reported a position in SBSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $739K in Q1 2023. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • HighTower Advisors held 15,762 shares of Southside Bancshares worth $555K as of Q2 2026.
  • HighTower Advisors sold 487 Southside Bancshares shares in Q2 2026, an estimated $16.1K.
  • Southside Bancshares made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2659 holding.
  • HighTower Advisors first reported a position in Southside Bancshares in Q4 2020 and has held it in 23 quarters since.
  • HighTower Advisors's Southside Bancshares position peaked at $739K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.