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Mendota Financial Group’s Southside Bancshares SBSI Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-2
Closed -$67 – 1014
2024
Q3 		$67 Buy
+2
New +$64 ﹤0.01% 1073

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State Street
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Dimensional Fund Advisors
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mendota Financial Group's SBSI Position: Q4 2024 in Review

Mendota Financial Group sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 2 shares — an estimated $67 sold.

Mendota Financial Group first reported a position in SBSI in Q3 2024 and held it in 1 quarter. The position peaked at $67 in Q3 2024. 157 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

  • Mendota Financial Group reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Southside Bancshares shares in Q4 2024, an estimated $67.
  • Mendota Financial Group first reported a position in Southside Bancshares in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Southside Bancshares position peaked at $67 in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.