IA
SBSI icon

IFP Advisors’s Southside Bancshares SBSI Stock Holding History

IFP 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 		$4.64K Buy
132
+36
+38% +$1.19K ﹤0.01% 3838
2026
Q1 		$2.98K Buy
96
+1
+1% +$32 ﹤0.01% 3802
2025
Q4 		$2.89K Sell
95
-74
-44% -$2.17K ﹤0.01% 3697
2025
Q3 		$4.77K Buy
169
+32
+23% +$968 ﹤0.01% 3278
2025
Q2 		$4.03K Buy
+137
New +$3.88K ﹤0.01% 3528
2025
Q1 		– Sell
-4
Closed -$127 – 4590
2024
Q4 		$127 Buy
+4
New +$136 ﹤0.01% 3941
2022
Q4 		– Sell
-6
Closed -$13K – 4812
2022
Q3 		$13K Hold
6
– – ﹤0.01% 3469
2022
Q2 		$13K Hold
6
– – ﹤0.01% 3213
2022
Q1 		$13K Buy
+6
New +$253 ﹤0.01% 3213
2018
Q4 		– Sell
-376
Closed -$13K – 3819
2018
Q3 		$13K Buy
376
+1
+0.3% +$35 ﹤0.01% 2707
2018
Q2 		$13K Buy
375
+175
+88% +$6.02K ﹤0.01% 2747
2018
Q1 		$7K Hold
200
– – ﹤0.01% 3015
2017
Q4 		$7K Buy
200
+88
+79% +$3.11K ﹤0.01% 3061
2017
Q3 		$4K Buy
112
+104
+1,300% +$3.53K ﹤0.01% 3534
2017
Q2 		$0 Sell
8
-310
-97% -$10.4K ﹤0.01% 4189
2017
Q1 		$10K Hold
318
– – ﹤0.01% 2927
2016
Q4 		$12K Hold
318
– – ﹤0.01% 2803
2016
Q3 		$10K Buy
318
+103
+48% +$3.2K ﹤0.01% 2849
2016
Q2 		$6K Buy
+215
New +$5.86K ﹤0.01% 3049
2016
Q1 		– Sell
-215
Closed -$5K – 3247
2015
Q4 		$5K Buy
+215
New +$5.36K ﹤0.01% 2985

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

IFP Advisors's SBSI Position: Q2 2026 in Review

IFP Advisors increased its Southside Bancshares (SBSI) stake by 38% in Q2 2026, buying an estimated $1.19K and bringing the position to 132 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3838.

IFP Advisors first reported a position in SBSI in Q4 2015 and has held it in 20 quarters since. The position peaked at $13K in Q3 2022. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • IFP Advisors held 132 shares of Southside Bancshares worth $4.64K as of Q2 2026.
  • IFP Advisors bought 36 Southside Bancshares shares in Q2 2026, an estimated $1.19K.
  • Southside Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3838 holding.
  • IFP Advisors first reported a position in Southside Bancshares in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Southside Bancshares position peaked at $13K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.