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Ladenburg Thalmann Financial Services’s Southside Bancshares SBSI Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$15K Buy
407
+4
+1% +$141 ﹤0.01% 4295
2019
Q3 		$14K Buy
403
+4
+1% +$133 ﹤0.01% 4236
2019
Q2 		$13K Buy
399
+4
+1% +$135 ﹤0.01% 4317
2019
Q1 		$13K Buy
395
+3
+0.8% +$102 ﹤0.01% 4257
2018
Q4 		$12K Sell
392
-349
-47% -$11.4K ﹤0.01% 4188
2018
Q3 		$26K Sell
741
-11
-1% -$389 ﹤0.01% 3749
2018
Q2 		$26K Hold
752
– – ﹤0.01% 3681
2018
Q1 		$26K Buy
752
+33
+5% +$1.15K ﹤0.01% 3681
2017
Q4 		$25K Buy
719
+214
+42% +$7.57K ﹤0.01% 3652
2017
Q3 		$18K Sell
505
-266
-35% -$9.03K ﹤0.01% 3745
2017
Q2 		$27K Buy
771
+111
+17% +$3.73K ﹤0.01% 3423
2017
Q1 		$22K Buy
660
+52
+9% +$1.78K ﹤0.01% 3499
2016
Q4 		$22K Buy
608
+362
+147% +$12.5K ﹤0.01% 3429
2016
Q3 		$8K Hold
246
– – ﹤0.01% 3948
2016
Q2 		$7K Buy
246
+71
+41% +$1.94K ﹤0.01% 3966
2016
Q1 		$4K Hold
175
– – ﹤0.01% 4176
2015
Q4 		$4K Hold
175
– – ﹤0.01% 4152
2015
Q3 		$4K Sell
175
-25
-13% -$631 ﹤0.01% 4048
2015
Q2 		$5K Buy
200
+30
+18% +$774 ﹤0.01% 4060
2015
Q1 		$4K Buy
170
+31
+22% +$784 ﹤0.01% 4076
2014
Q4 		$4K Hold
139
– – ﹤0.01% 3826
2014
Q3 		$4K Hold
139
– – ﹤0.01% 3501
2014
Q2 		$4K Buy
139
+1
+0.7% +$25 ﹤0.01% 3467
2014
Q1 		$4K Hold
138
– – ﹤0.01% 3347
2013
Q4 		$3K Buy
138
+75
+119% +$1.72K ﹤0.01% 3426
2013
Q3 		$1K Hold
63
– – ﹤0.01% 3582
2013
Q2 		$1K Buy
+63
New +$1.16K ﹤0.01% 3493

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SBSI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Southside Bancshares (SBSI) stake by 0.99% in Q4 2019, buying an estimated $141 and bringing the position to 407 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Ladenburg Thalmann Financial Services first reported a position in SBSI in Q2 2013 and has held it in 27 quarters since. The position peaked at $27K in Q2 2017. 120 funds tracked by Wall St. Rank hold SBSI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 407 shares of Southside Bancshares worth $15K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4 Southside Bancshares shares in Q4 2019, an estimated $141.
  • Southside Bancshares made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4295 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Southside Bancshares in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Southside Bancshares position peaked at $27K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.