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Larson Financial Group’s Southside Bancshares SBSI Stock Holding History

Larson Financial 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
Q2 		$85.5K Sell
2,429
-2,658
-52% -$88K ﹤0.01% 1257
2026
Q1 		$158K Buy
5,087
+9
+0.2% +$285 0.01% 800
2025
Q4 		$154K Buy
5,078
+5,004
+6,762% +$147K 0.01% 776
2025
Q3 		$2.09K Buy
+74
New +$2.24K ﹤0.01% 2692
2025
Q2 		– Sell
-1
Closed -$29 – 3476
2025
Q1 		$29 Hold
1
– – ﹤0.01% 3027
2024
Q4 		$32 Hold
1
– – ﹤0.01% 2735
2024
Q3 		$33 Hold
1
– – ﹤0.01% 2659
2024
Q2 		$28 Buy
+1
New +$27 ﹤0.01% 2400

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Larson Financial Group's SBSI Position: Q2 2026 in Review

Larson Financial Group reduced its Southside Bancshares (SBSI) stake by 52% in Q2 2026, selling an estimated $88K and leaving 2,429 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Larson Financial Group first reported a position in SBSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $158K in Q1 2026. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Larson Financial Group held 2,429 shares of Southside Bancshares worth $85.5K as of Q2 2026.
  • Larson Financial Group sold 2,658 Southside Bancshares shares in Q2 2026, an estimated $88K.
  • Southside Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1257 holding.
  • Larson Financial Group first reported a position in Southside Bancshares in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Southside Bancshares position peaked at $158K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.