Lido Advisors
SBSI icon

Lido Advisors’s Southside Bancshares SBSI Stock Holding History

Lido 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
2023
Q1 		– Sell
-10,482
Closed -$377K – 1233
2022
Q4 		$377K Buy
10,482
+1,028
+11% +$36.5K ﹤0.01% 716
2022
Q3 		$334K Buy
9,454
+1,141
+14% +$43.8K ﹤0.01% 712
2022
Q2 		$311K Buy
+8,313
New +$324K ﹤0.01% 728

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's SBSI Position: Q1 2023 in Review

Lido Advisors sold out of Southside Bancshares (SBSI) in Q1 2023, closing a stake of 10,482 shares — an estimated $377K sold.

Lido Advisors first reported a position in SBSI in Q2 2022 and held it in 3 quarters. The position peaked at $377K in Q4 2022. 145 funds tracked by Wall St. Rank hold SBSI as of Q1 2023.

  • Lido Advisors reported no remaining Southside Bancshares position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 10,482 Southside Bancshares shares in Q1 2023, an estimated $377K.
  • Lido Advisors first reported a position in Southside Bancshares in Q2 2022 and held it in 3 quarters.
  • Lido Advisors's Southside Bancshares position peaked at $377K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.