Kilter Group’s Southside Bancshares SBSI Stock Holding History

Kilter Group’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	$1.99K	Buy	64 +55	+611%	+$1.74K	﹤0.01%	954
2025 Q4	$274	Buy	+9	New	+$264	﹤0.01%	1271

Other funds holding SBSI

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Kilter Group's SBSI Position: Q1 2026 in Review

Kilter Group increased its Southside Bancshares (SBSI) stake by 611% in Q1 2026, buying an estimated $1.74K and bringing the position to 64 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Kilter Group first reported a position in SBSI in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

Kilter Group held 64 shares of Southside Bancshares worth $1.99K as of Q1 2026.
Kilter Group bought 55 Southside Bancshares shares in Q1 2026, an estimated $1.74K.
Southside Bancshares made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #954 holding.
Kilter Group first reported a position in Southside Bancshares in Q4 2025 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.