Key Financial Inc’s Southside Bancshares SBSI Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-145	Closed	-$3.79K	–	1389
2023 Q2	$3.79K	Buy	+145	New	+$4.22K	﹤0.01%	1041

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Key Financial Inc's SBSI Position: Q3 2023 in Review

Key Financial Inc sold out of Southside Bancshares (SBSI) in Q3 2023, closing a stake of 145 shares — an estimated $3.79K sold.

Key Financial Inc first reported a position in SBSI in Q2 2023 and held it in 1 quarter. The position peaked at $3.79K in Q2 2023. 157 funds tracked by Wall St. Rank hold SBSI as of Q3 2023.

Key Financial Inc reported no remaining Southside Bancshares position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 145 Southside Bancshares shares in Q3 2023, an estimated $3.79K.
Key Financial Inc first reported a position in Southside Bancshares in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Southside Bancshares position peaked at $3.79K in Q2 2023.
157 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.