LPL Financial
SBSI icon

LPL Financial’s Southside Bancshares SBSI Stock Holding History

LPL Financial’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 		$800K Buy
22,727
+6,708
+42% +$222K ﹤0.01% 4615
2026
Q1 		$498K Sell
16,019
-1,228
-7% -$38.9K ﹤0.01% 4755
2025
Q4 		$524K Sell
17,247
-4,621
-21% -$135K ﹤0.01% 4666
2025
Q3 		$618K Sell
21,868
-714
-3% -$21.6K ﹤0.01% 4450
2025
Q2 		$665K Sell
22,582
-2,801
-11% -$79.4K ﹤0.01% 4128
2025
Q1 		$735K Sell
25,383
-3,057
-11% -$93.7K ﹤0.01% 3807
2024
Q4 		$903K Sell
28,440
-4,931
-15% -$167K ﹤0.01% 3571
2024
Q3 		$1.12M Buy
33,371
+1,586
+5% +$50.8K ﹤0.01% 3286
2024
Q2 		$878K Buy
31,785
+7,732
+32% +$210K ﹤0.01% 3376
2024
Q1 		$703K Buy
24,053
+3,760
+19% +$112K ﹤0.01% 3484
2023
Q4 		$636K Buy
20,293
+3,813
+23% +$111K ﹤0.01% 3465
2023
Q3 		$473K Buy
16,480
+752
+5% +$22.4K ﹤0.01% 3536
2023
Q2 		$411K Buy
+15,728
New +$458K ﹤0.01% 3597

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

LPL Financial's SBSI Position: Q2 2026 in Review

LPL Financial increased its Southside Bancshares (SBSI) stake by 42% in Q2 2026, buying an estimated $222K and bringing the position to 22,727 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #4615.

LPL Financial first reported a position in SBSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2024. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • LPL Financial held 22,727 shares of Southside Bancshares worth $800K as of Q2 2026.
  • LPL Financial bought 6,708 Southside Bancshares shares in Q2 2026, an estimated $222K.
  • Southside Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4615 holding.
  • LPL Financial first reported a position in Southside Bancshares in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's Southside Bancshares position peaked at $1.12M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.