LPL Financial
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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
Q3 		$669K Sell
22,231
-496
-2% -$16.2K ﹤0.01% 4871
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial's SBSI Position: Q3 2026 in Review

LPL Financial reduced its Southside Bancshares (SBSI) stake by 2.2% in Q3 2026, selling an estimated $16.2K and leaving 22,231 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

LPL Financial first reported a position in SBSI in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2024. 132 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • LPL Financial held 22,231 shares of Southside Bancshares worth $669K as of Q3 2026.
  • LPL Financial sold 496 Southside Bancshares shares in Q3 2026, an estimated $16.2K.
  • Southside Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4871 holding.
  • LPL Financial first reported a position in Southside Bancshares in Q2 2023 and has held it in 14 quarters since.
  • LPL Financial's Southside Bancshares position peaked at $1.12M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.