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LGT Financial Advisors’s Southside Bancshares SBSI Stock Holding History

LGT Financial Advisors’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
2024
Q1 		– Sell
-85
Closed -$2.66K – 844
2023
Q4 		$2.66K Hold
85
– – ﹤0.01% 761
2023
Q3 		$2.44K Buy
+85
New +$2.53K ﹤0.01% 785

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGT Financial Advisors's SBSI Position: Q1 2024 in Review

LGT Financial Advisors sold out of Southside Bancshares (SBSI) in Q1 2024, closing a stake of 85 shares — an estimated $2.66K sold.

LGT Financial Advisors first reported a position in SBSI in Q3 2023 and held it in 2 quarters. The position peaked at $2.66K in Q4 2023. 160 funds tracked by Wall St. Rank hold SBSI as of Q1 2024.

  • LGT Financial Advisors reported no remaining Southside Bancshares position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 85 Southside Bancshares shares in Q1 2024, an estimated $2.66K.
  • LGT Financial Advisors first reported a position in Southside Bancshares in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Southside Bancshares position peaked at $2.66K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.