Jones Financial Companies
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Jones Financial Companies’s Southside Bancshares SBSI Stock Holding History

Jones Financial Companies’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 		$50.9K Sell
1,451
-132
-8% -$4.37K ﹤0.01% 3119
2026
Q1 		$48.1K Buy
1,583
+13
+0.8% +$412 ﹤0.01% 2969
2025
Q4 		$47.7K Buy
1,570
+2
+0.1% +$59 ﹤0.01% 2551
2025
Q3 		$45.5K Buy
1,568
+152
+11% +$4.6K ﹤0.01% 2422
2025
Q2 		$41.6K Hold
1,416
– – ﹤0.01% 2294
2025
Q1 		$40.9K Buy
1,416
+84
+6% +$2.58K ﹤0.01% 2143
2024
Q4 		$42.3K Hold
1,332
– – ﹤0.01% 1942
2024
Q3 		$43.6K Buy
+1,332
New +$42.7K ﹤0.01% 1694
2022
Q3 		– Sell
-2,677
Closed -$100K – 709
2022
Q2 		$100K Buy
+2,677
New +$104K ﹤0.01% 286

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

Jones Financial Companies's SBSI Position: Q2 2026 in Review

Jones Financial Companies reduced its Southside Bancshares (SBSI) stake by 8.3% in Q2 2026, selling an estimated $4.37K and leaving 1,451 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Jones Financial Companies first reported a position in SBSI in Q2 2022 and has held it in 9 quarters since. The position peaked at $100K in Q2 2022. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Jones Financial Companies held 1,451 shares of Southside Bancshares worth $50.9K as of Q2 2026.
  • Jones Financial Companies sold 132 Southside Bancshares shares in Q2 2026, an estimated $4.37K.
  • Southside Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3119 holding.
  • Jones Financial Companies first reported a position in Southside Bancshares in Q2 2022 and has held it in 9 quarters since.
  • Jones Financial Companies's Southside Bancshares position peaked at $100K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.