Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Southside Bancshares SBSI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-8,417
Closed -$238K – 1156
2025
Q3 		$238K Sell
8,417
-19
-0.2% -$575 ﹤0.01% 1290
2025
Q2 		$248K Sell
8,436
-59
-0.7% -$1.67K ﹤0.01% 1204
2025
Q1 		$246K Sell
8,495
-36
-0.4% -$1.1K ﹤0.01% 1111
2024
Q4 		$271K Hold
8,531
– – ﹤0.01% 1070
2024
Q3 		$276K Buy
+8,531
New +$273K ﹤0.01% 893

Other funds holding SBSI

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Vanguard Group
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's SBSI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Southside Bancshares (SBSI) in Q4 2025, closing a stake of 8,417 shares — an estimated $238K sold.

Kovitz Investment Group Partners first reported a position in SBSI in Q3 2024 and held it in 5 quarters. The position peaked at $276K in Q3 2024. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Southside Bancshares position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,417 Southside Bancshares shares in Q4 2025, an estimated $238K.
  • Kovitz Investment Group Partners first reported a position in Southside Bancshares in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Southside Bancshares position peaked at $276K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.