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IEQ Capital’s Southside Bancshares SBSI Stock Holding History

IEQ Capital’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 		$705K Buy
20,043
+5,615
+39% +$186K ﹤0.01% 1254
2026
Q1 		$449K Sell
14,428
-1,837
-11% -$58.2K ﹤0.01% 1357
2025
Q4 		$494K Buy
16,265
+1,521
+10% +$44.6K ﹤0.01% 1330
2025
Q3 		$417K Buy
14,744
+5,336
+57% +$161K ﹤0.01% 1385
2025
Q2 		$277K Buy
9,408
+1,324
+16% +$37.5K ﹤0.01% 1442
2025
Q1 		$234K Buy
+8,084
New +$248K ﹤0.01% 1301

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

IEQ Capital's SBSI Position: Q2 2026 in Review

IEQ Capital increased its Southside Bancshares (SBSI) stake by 39% in Q2 2026, buying an estimated $186K and bringing the position to 20,043 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

IEQ Capital first reported a position in SBSI in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • IEQ Capital held 20,043 shares of Southside Bancshares worth $705K as of Q2 2026.
  • IEQ Capital bought 5,615 Southside Bancshares shares in Q2 2026, an estimated $186K.
  • Southside Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1254 holding.
  • IEQ Capital first reported a position in Southside Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.