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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
8,436
-59
-0.7% -$1.74K ﹤0.01% 1200
2025
Q1 		$246K Sell
8,495
-36
-0.4% -$1.04K ﹤0.01% 1103
2024
Q4 		$271K Hold
8,531
– – ﹤0.01% 1063
2024
Q3 		$276K Buy
+8,531
New +$276K ﹤0.01% 890