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Moloney Securities Asset Management’s Southside Bancshares SBSI Stock Holding History

Moloney Securities Asset 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
2021
Q2 		– Sell
-16,187
Closed -$623K – 454
2021
Q1 		$623K Buy
+16,187
New +$574K 0.12% 203

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moloney Securities Asset Management's SBSI Position: Q2 2021 in Review

Moloney Securities Asset Management sold out of Southside Bancshares (SBSI) in Q2 2021, closing a stake of 16,187 shares — an estimated $623K sold.

Moloney Securities Asset Management first reported a position in SBSI in Q1 2021 and held it in 1 quarter. The position peaked at $623K in Q1 2021. 134 funds tracked by Wall St. Rank hold SBSI as of Q2 2021.

  • Moloney Securities Asset Management reported no remaining Southside Bancshares position as of Q2 2021 after selling out during the quarter.
  • Moloney Securities Asset Management sold 16,187 Southside Bancshares shares in Q2 2021, an estimated $623K.
  • Moloney Securities Asset Management first reported a position in Southside Bancshares in Q1 2021 and held it in 1 quarter.
  • Moloney Securities Asset Management's Southside Bancshares position peaked at $623K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2021.

Based on Moloney Securities Asset Management's 13F filing for Q2 2021, filed 26 Jul 2021.