Lazard Asset Management
SBSI icon

Lazard Asset Management’s Southside Bancshares SBSI Stock Holding History

Lazard Asset Management’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
Q2 		– Sell
-40,028
Closed -$1.16M – 2507
2025
Q1 		$1.16M Buy
40,028
+36,763
+1,126% +$1.13M ﹤0.01% 1168
2024
Q4 		$103K Buy
+3,265
New +$111K ﹤0.01% 1793
2022
Q4 		– Sell
-6,740
Closed -$237K – 2547
2022
Q3 		$237K Sell
6,740
-13,092
-66% -$502K ﹤0.01% 1241
2022
Q2 		$742K Buy
+19,832
New +$772K ﹤0.01% 1046
2022
Q1 		– Sell
-670
Closed -$28K – 2501
2021
Q4 		$28K Buy
+670
New +$27.7K ﹤0.01% 1958
2021
Q3 		– Sell
-1,597
Closed -$61K – 2272
2021
Q2 		$61K Buy
1,597
+657
+70% +$26.8K ﹤0.01% 1516
2021
Q1 		$36K Buy
+940
New +$33.3K ﹤0.01% 1592

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lazard Asset Management's SBSI Position: Q2 2025 in Review

Lazard Asset Management sold out of Southside Bancshares (SBSI) in Q2 2025, closing a stake of 40,028 shares — an estimated $1.16M sold.

Lazard Asset Management first reported a position in SBSI in Q1 2021 and held it in 7 quarters. The position peaked at $1.16M in Q1 2025. 175 funds tracked by Wall St. Rank hold SBSI as of Q2 2025.

  • Lazard Asset Management reported no remaining Southside Bancshares position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 40,028 Southside Bancshares shares in Q2 2025, an estimated $1.16M.
  • Lazard Asset Management first reported a position in Southside Bancshares in Q1 2021 and held it in 7 quarters.
  • Lazard Asset Management's Southside Bancshares position peaked at $1.16M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.