HSBC Holdings
SBSI icon

HSBC Holdings’s Southside Bancshares SBSI Stock Holding History

HSBC Holdings’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
2023
Q4 		– Sell
-7,525
Closed -$217K – 2893
2023
Q3 		$217K Sell
7,525
-3,349
-31% -$99.7K ﹤0.01% 2379
2023
Q2 		$285K Sell
10,874
-17,800
-62% -$518K ﹤0.01% 2176
2023
Q1 		$941K Sell
28,674
-4,084
-12% -$149K ﹤0.01% 1784
2022
Q4 		$1.18M Buy
32,758
+24,598
+301% +$872K ﹤0.01% 1897
2022
Q3 		$294K Sell
8,160
-56,230
-87% -$2.16M ﹤0.01% 2435
2022
Q2 		$2.41M Buy
64,390
+3,608
+6% +$140K ﹤0.01% 1498
2022
Q1 		$2.49M Sell
60,782
-58,367
-49% -$2.46M ﹤0.01% 1504
2021
Q4 		$4.97M Buy
119,149
+35,602
+43% +$1.47M ﹤0.01% 1263
2021
Q3 		$3.22M Buy
83,547
+65,975
+375% +$2.43M ﹤0.01% 1336
2021
Q2 		$674K Buy
+17,572
New +$717K ﹤0.01% 1991

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings's SBSI Position: Q4 2023 in Review

HSBC Holdings sold out of Southside Bancshares (SBSI) in Q4 2023, closing a stake of 7,525 shares — an estimated $217K sold.

HSBC Holdings first reported a position in SBSI in Q2 2021 and held it in 10 quarters. The position peaked at $4.97M in Q4 2021. 150 funds tracked by Wall St. Rank hold SBSI as of Q4 2023.

  • HSBC Holdings reported no remaining Southside Bancshares position as of Q4 2023 after selling out during the quarter.
  • HSBC Holdings sold 7,525 Southside Bancshares shares in Q4 2023, an estimated $217K.
  • HSBC Holdings first reported a position in Southside Bancshares in Q2 2021 and held it in 10 quarters.
  • HSBC Holdings's Southside Bancshares position peaked at $4.97M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2023.

Based on HSBC Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.