InceptionR’s Southside Bancshares SBSI Stock Holding History

InceptionR’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
2024 Q2	–	Sell	-10,874	Closed	-$318K	–	824
2024 Q1	$318K	Buy	+10,874	New	+$323K	0.08%	404

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's SBSI Position: Q2 2024 in Review

InceptionR sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 10,874 shares — an estimated $318K sold.

InceptionR first reported a position in SBSI in Q1 2024 and held it in 1 quarter. The position peaked at $318K in Q1 2024. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

InceptionR reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
InceptionR sold 10,874 Southside Bancshares shares in Q2 2024, an estimated $318K.
InceptionR first reported a position in Southside Bancshares in Q1 2024 and held it in 1 quarter.
InceptionR's Southside Bancshares position peaked at $318K in Q1 2024.
149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on InceptionR's 13F filing for Q2 2024, filed 13 Aug 2024.