MF
SBSI icon

Manchester Financial’s Southside Bancshares SBSI Stock Holding History

Manchester 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
2023
Q1 		– Sell
-5,571
Closed -$201K – 99
2022
Q4 		$201K Sell
5,571
-1,060
-16% -$37.6K 0.05% 94
2022
Q3 		$234K Hold
6,631
– – 0.07% 83
2022
Q2 		$248K Hold
6,631
– – 0.1% 81
2022
Q1 		$271K Hold
6,631
– – 0.1% 77
2021
Q4 		$277K Hold
6,631
– – 0.1% 69
2021
Q3 		$254K Hold
6,631
– – 0.1% 70
2021
Q2 		$254K Hold
6,631
– – 0.1% 70
2021
Q1 		$255K Buy
+6,631
New +$235K 0.12% 63

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manchester Financial's SBSI Position: Q1 2023 in Review

Manchester Financial sold out of Southside Bancshares (SBSI) in Q1 2023, closing a stake of 5,571 shares — an estimated $201K sold.

Manchester Financial first reported a position in SBSI in Q1 2021 and held it in 8 quarters. The position peaked at $277K in Q4 2021. 145 funds tracked by Wall St. Rank hold SBSI as of Q1 2023.

  • Manchester Financial reported no remaining Southside Bancshares position as of Q1 2023 after selling out during the quarter.
  • Manchester Financial sold 5,571 Southside Bancshares shares in Q1 2023, an estimated $201K.
  • Manchester Financial first reported a position in Southside Bancshares in Q1 2021 and held it in 8 quarters.
  • Manchester Financial's Southside Bancshares position peaked at $277K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2023.

Based on Manchester Financial's 13F filing for Q1 2023, filed 19 Apr 2023.