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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's SBSI Position: Q1 2026 in Review

LPL Financial reduced its Southside Bancshares (SBSI) stake by 7.1% in Q1 2026, selling an estimated $38.9K and leaving 16,019 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #4755.

LPL Financial first reported a position in SBSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • LPL Financial held 16,019 shares of Southside Bancshares worth $498K as of Q1 2026.
  • LPL Financial sold 1,228 Southside Bancshares shares in Q1 2026, an estimated $38.9K.
  • Southside Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4755 holding.
  • LPL Financial first reported a position in Southside Bancshares in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Southside Bancshares position peaked at $1.12M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.