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Kestra Advisory Services’s Southside Bancshares SBSI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,494
Closed -$45.4K – 4182
2025
Q4 		$45.4K Buy
+1,494
New +$43.8K ﹤0.01% 4007

Other funds holding SBSI

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's SBSI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Southside Bancshares (SBSI) in Q1 2026, closing a stake of 1,494 shares — an estimated $45.4K sold.

Kestra Advisory Services first reported a position in SBSI in Q4 2025 and held it in 1 quarter. The position peaked at $45.4K in Q4 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Southside Bancshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,494 Southside Bancshares shares in Q1 2026, an estimated $45.4K.
  • Kestra Advisory Services first reported a position in Southside Bancshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Southside Bancshares position peaked at $45.4K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.