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MAI Capital Management’s Southside Bancshares SBSI Stock Holding History

MAI Capital Management’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 		– Sell
-70
Closed -$2.18K – 4230
2026
Q1 		$2.18K Buy
70
+50
+250% +$1.58K ﹤0.01% 3890
2025
Q4 		$608 Buy
+20
New +$586 ﹤0.01% 3780

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

MAI Capital Management's SBSI Position: Q2 2026 in Review

MAI Capital Management sold out of Southside Bancshares (SBSI) in Q2 2026, closing a stake of 70 shares — an estimated $2.18K sold.

MAI Capital Management first reported a position in SBSI in Q4 2025 and held it in 2 quarters. The position peaked at $2.18K in Q1 2026. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • MAI Capital Management reported no remaining Southside Bancshares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 70 Southside Bancshares shares in Q2 2026, an estimated $2.18K.
  • MAI Capital Management first reported a position in Southside Bancshares in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Southside Bancshares position peaked at $2.18K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.