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
Q2 		$5.2M Buy
147,700
+74,971
+103% +$2.48M 0.01% 817
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 $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

Mackenzie Financial's SBSI Position: Q2 2026 in Review

Mackenzie Financial increased its Southside Bancshares (SBSI) stake by 103% in Q2 2026, buying an estimated $2.48M and bringing the position to 147,700 shares worth $5.2M. The position accounts for 0.01% of the portfolio, ranked #817.

Mackenzie Financial first reported a position in SBSI in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Mackenzie Financial held 147,700 shares of Southside Bancshares worth $5.2M as of Q2 2026.
  • Mackenzie Financial bought 74,971 Southside Bancshares shares in Q2 2026, an estimated $2.48M.
  • Southside Bancshares made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #817 holding.
  • Mackenzie Financial first reported a position in Southside Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

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