Lion Street Advisors’s Southside Bancshares SBSI Stock Holding History

Lion Street 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
2025 Q3	$425K	Buy	10,276 +424	+4%	+$12.8K	0.15%	131
2025 Q2	$290K	Hold	9,852	–	–	0.09%	221
2025 Q1	$285K	Hold	9,852	–	–	0.09%	213
2024 Q4	$313K	Hold	9,852	–	–	0.1%	194
2024 Q3	$329K	Hold	9,852	–	–	0.11%	190
2024 Q2	$272K	Sell	9,852 -121	-1%	-$3.28K	0.1%	208
2024 Q1	$312K	Hold	9,973	–	–	0.13%	176
2023 Q4	$312K	Sell	9,973 -242	-2%	-$7.04K	0.13%	176
2023 Q3	$293K	Sell	10,215 -61	-0.6%	-$1.82K	0.1%	189
2023 Q2	$425K	Buy	10,276 +61	+0.6%	+$1.78K	0.14%	139
2023 Q1	$339K	Buy	+10,215	New	+$373K	0.11%	159

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lion Street Advisors's SBSI Position: Q3 2025 in Review

Lion Street Advisors increased its Southside Bancshares (SBSI) stake by 4.3% in Q3 2025, buying an estimated $12.8K and bringing the position to 10,276 shares worth $425K. The position accounts for 0.15% of the portfolio, ranked #131.

Lion Street Advisors first reported a position in SBSI in Q1 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

Lion Street Advisors held 10,276 shares of Southside Bancshares worth $425K as of Q3 2025.
Lion Street Advisors bought 424 Southside Bancshares shares in Q3 2025, an estimated $12.8K.
Southside Bancshares made up 0.15% of Lion Street Advisors's portfolio in Q3 2025, its #131 holding.
Lion Street Advisors first reported a position in Southside Bancshares in Q1 2023 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.