Marshall Wace’s Southside Bancshares SBSI Stock Holding History

Marshall Wace’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
2025 Q4	–	Sell	-14,698	Closed	-$415K	–	3423
2025 Q3	$415K	Sell	14,698 -10,146	-41%	-$307K	﹤0.01%	2298
2025 Q2	$731K	Buy	24,844 +4,868	+24%	+$138K	﹤0.01%	1992
2025 Q1	$579K	Buy	+19,976	New	+$612K	﹤0.01%	2023
2024 Q4	–	Sell	-26,670	Closed	-$892K	–	2952
2024 Q3	$892K	Sell	26,670 -13,498	-34%	-$433K	﹤0.01%	1692
2024 Q2	$1.11M	Buy	+40,168	New	+$1.09M	﹤0.01%	1641
2023 Q4	–	Sell	-54,010	Closed	-$1.55M	–	2563
2023 Q3	$1.55M	Sell	54,010 -8,458	-14%	-$252K	﹤0.01%	1341
2023 Q2	$1.63M	Buy	+62,468	New	+$1.82M	﹤0.01%	1499
2022 Q4	–	Sell	-13,449	Closed	-$476K	–	3363
2022 Q3	$476K	Buy	+13,449	New	+$516K	﹤0.01%	2758

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace's SBSI Position: Q4 2025 in Review

Marshall Wace sold out of Southside Bancshares (SBSI) in Q4 2025, closing a stake of 14,698 shares — an estimated $415K sold.

Marshall Wace first reported a position in SBSI in Q3 2022 and held it in 8 quarters. The position peaked at $1.63M in Q2 2023. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

Marshall Wace reported no remaining Southside Bancshares position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 14,698 Southside Bancshares shares in Q4 2025, an estimated $415K.
Marshall Wace first reported a position in Southside Bancshares in Q3 2022 and held it in 8 quarters.
Marshall Wace's Southside Bancshares position peaked at $1.63M in Q2 2023.
181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.