Mackenzie Financial
SBSI icon

Mackenzie Financial’s Southside Bancshares SBSI Stock Holding History

Mackenzie 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 		$2.26M Buy
72,729
+8,051
+12% +$255K ﹤0.01% 896
2025
Q4 		$1.99M Buy
64,678
+17,288
+36% +$506K ﹤0.01% 872
2025
Q3 		$1.34M Buy
+47,390
New +$1.43M ﹤0.01% 976

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

Mackenzie Financial's SBSI Position: Q1 2026 in Review

Mackenzie Financial increased its Southside Bancshares (SBSI) stake by 12% in Q1 2026, buying an estimated $255K and bringing the position to 72,729 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Mackenzie Financial first reported a position in SBSI in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Mackenzie Financial held 72,729 shares of Southside Bancshares worth $2.26M as of Q1 2026.
  • Mackenzie Financial bought 8,051 Southside Bancshares shares in Q1 2026, an estimated $255K.
  • Southside Bancshares made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #896 holding.
  • Mackenzie Financial first reported a position in Southside Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

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