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HRT Financial’s Southside Bancshares SBSI Stock Holding History

HRT Financial’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
Q1 		$351K Buy
+11,316
New +$359K ﹤0.01% 2764
2025
Q4 		– Sell
-19,900
Closed -$562K – 3921
2025
Q3 		$562K Buy
+19,900
New +$602K ﹤0.01% 1827
2025
Q2 		– Sell
-21,584
Closed -$625K – 3421
2025
Q1 		$625K Buy
21,584
+7,686
+55% +$236K ﹤0.01% 1343
2024
Q4 		$441K Sell
13,898
-27,482
-66% -$933K ﹤0.01% 1525
2024
Q3 		$1.38M Buy
+41,380
New +$1.33M 0.01% 1056
2024
Q2 		– Sell
-7,167
Closed -$209K – 2991
2024
Q1 		$209K Sell
7,167
-8,427
-54% -$251K ﹤0.01% 1755
2023
Q4 		$488K Sell
15,594
-7,254
-32% -$211K ﹤0.01% 1382
2023
Q3 		$655K Sell
22,848
-26,287
-53% -$783K 0.01% 1251
2023
Q2 		$1.28M Buy
49,135
+31,621
+181% +$920K 0.01% 796
2023
Q1 		$581K Buy
+17,514
New +$639K 0.01% 1255
2022
Q4 		– Sell
-18,532
Closed -$655K – 3046
2022
Q3 		$655K Buy
18,532
+1,331
+8% +$51.1K 0.01% 1273
2022
Q2 		$643K Buy
+17,201
New +$670K 0.01% 1307
2022
Q1 		– Sell
-28,721
Closed -$1.2M – 3771
2021
Q4 		$1.2M Buy
+28,721
New +$1.19M 0.01% 969
2021
Q3 		– Sell
-12,344
Closed -$471K – 3699
2021
Q2 		$471K Buy
+12,344
New +$504K ﹤0.01% 1837
2020
Q4 		– Sell
-15,584
Closed -$380K – 2384
2020
Q3 		$380K Buy
15,584
+1,872
+14% +$50.6K 0.01% 1015
2020
Q2 		$380K Buy
+13,712
New +$389K 0.01% 889

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HRT Financial's SBSI Position: Q1 2026 in Review

HRT Financial opened a new position in Southside Bancshares (SBSI) in Q1 2026: 11,316 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #2764 among its holdings. This is a return to the name: HRT Financial previously reported a position in SBSI as recently as Q3 2025.

HRT Financial first reported a position in SBSI in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.38M in Q3 2024. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • HRT Financial held 11,316 shares of Southside Bancshares worth $351K as of Q1 2026.
  • Southside Bancshares was a new HRT Financial position in Q1 2026.
  • Southside Bancshares made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2764 holding.
  • HRT Financial first reported a position in Southside Bancshares in Q2 2020 and has held it in 16 quarters since.
  • HRT Financial's Southside Bancshares position peaked at $1.38M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.