Morgan Stanley’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.09M | Sell |
229,982
-54,909
| -19% | -$1.82M | ﹤0.01% | 3875 |
|
|
2026
Q1 | $8.86M | Buy |
284,891
+21,526
| +8% | +$682K | ﹤0.01% | 3663 |
|
|
2025
Q4 | $8M | Buy |
263,365
+10,913
| +4% | +$320K | ﹤0.01% | 3798 |
|
|
2025
Q3 | $7.13M | Sell |
252,452
-8,041
| -3% | -$243K | ﹤0.01% | 3854 |
|
|
2025
Q2 | $7.67M | Sell |
260,493
-23,185
| -8% | -$657K | ﹤0.01% | 3696 |
|
|
2025
Q1 | $8.22M | Sell |
283,678
-20,998
| -7% | -$644K | ﹤0.01% | 3525 |
|
|
2024
Q4 | $9.68M | Sell |
304,676
-68,575
| -18% | -$2.33M | ﹤0.01% | 3443 |
|
|
2024
Q3 | $12.5M | Buy |
373,251
+64,268
| +21% | +$2.06M | ﹤0.01% | 3251 |
|
|
2024
Q2 | $8.53M | Sell |
308,983
-19,951
| -6% | -$541K | ﹤0.01% | 3437 |
|
|
2024
Q1 | $9.61M | Sell |
328,934
-243,814
| -43% | -$7.25M | ﹤0.01% | 3379 |
|
|
2023
Q4 | $17.9M | Buy |
572,748
+300,630
| +110% | +$8.75M | ﹤0.01% | 3442 |
|
|
2023
Q3 | $7.81M | Buy |
272,118
+53,583
| +25% | +$1.6M | ﹤0.01% | 3348 |
|
|
2023
Q2 | $5.72M | Buy |
218,535
+4,158
| +2% | +$121K | ﹤0.01% | 3668 |
|
|
2023
Q1 | $7.12M | Buy |
214,377
+1,125
| +0.5% | +$41K | ﹤0.01% | 3459 |
|
|
2022
Q4 | $7.67M | Sell |
213,252
-8,551
| -4% | -$303K | ﹤0.01% | 3334 |
|
|
2022
Q3 | $7.84M | Sell |
221,803
-24,728
| -10% | -$949K | ﹤0.01% | 3219 |
|
|
2022
Q2 | $9.23M | Buy |
246,531
+103,258
| +72% | +$4.02M | ﹤0.01% | 3147 |
|
|
2022
Q1 | $5.85M | Sell |
143,273
-25,203
| -15% | -$1.06M | ﹤0.01% | 3517 |
|
|
2021
Q4 | $7.05M | Buy |
168,476
+22,054
| +15% | +$912K | ﹤0.01% | 3354 |
|
|
2021
Q3 | $5.61M | Sell |
146,422
-11,444
| -7% | -$421K | ﹤0.01% | 3556 |
|
|
2021
Q2 | $6.04M | Buy |
157,866
+42,262
| +37% | +$1.72M | ﹤0.01% | 3588 |
|
|
2021
Q1 | $4.45M | Sell |
115,604
-19,770
| -15% | -$701K | ﹤0.01% | 3535 |
|
|
2020
Q4 | $4.2M | Buy |
135,374
+22,771
| +20% | +$655K | ﹤0.01% | 3447 |
|
|
2020
Q3 | $2.75M | Buy |
112,603
+9,732
| +9% | +$263K | ﹤0.01% | 3359 |
|
|
2020
Q2 | $2.85M | Buy |
102,871
+18,147
| +21% | +$515K | ﹤0.01% | 3246 |
|
|
2020
Q1 | $2.58M | Sell |
84,724
-79,656
| -48% | -$2.69M | ﹤0.01% | 3123 |
|
|
2019
Q4 | $6.11M | Buy |
164,380
+46,340
| +39% | +$1.64M | ﹤0.01% | 2974 |
|
|
2019
Q3 | $4.03M | Sell |
118,040
-35,493
| -23% | -$1.18M | ﹤0.01% | 3103 |
|
|
2019
Q2 | $4.97M | Buy |
153,533
+106,999
| +230% | +$3.62M | ﹤0.01% | 2921 |
|
|
2019
Q1 | $1.55M | Sell |
46,534
-31,989
| -41% | -$1.08M | ﹤0.01% | 3797 |
|
|
2018
Q4 | $2.49M | Sell |
78,523
-63,407
| -45% | -$2.06M | ﹤0.01% | 3577 |
|
|
2018
Q3 | $4.94M | Buy |
141,930
+28,038
| +25% | +$991K | ﹤0.01% | 3188 |
|
|
2018
Q2 | $3.83M | Sell |
113,892
-4,733
| -4% | -$163K | ﹤0.01% | 3452 |
|
|
2018
Q1 | $4.12M | Buy |
118,625
+10,937
| +10% | +$380K | ﹤0.01% | 3228 |
|
|
2017
Q4 | $3.63M | Buy |
107,688
+49,003
| +84% | +$1.73M | ﹤0.01% | 3450 |
|
|
2017
Q3 | $2.13M | Buy |
58,685
+1,352
| +2% | +$45.9K | ﹤0.01% | 3827 |
|
|
2017
Q2 | $2M | Sell |
57,333
-23,549
| -29% | -$790K | ﹤0.01% | 3791 |
|
|
2017
Q1 | $2.65M | Sell |
80,882
-94,999
| -54% | -$3.25M | ﹤0.01% | 3555 |
|
|
2016
Q4 | $6.46M | Buy |
175,881
+149,873
| +576% | +$5.18M | ﹤0.01% | 2730 |
|
|
2016
Q3 | $817K | Buy |
26,008
+5,214
| +25% | +$162K | ﹤0.01% | 4182 |
|
|
2016
Q2 | $627K | Buy |
20,794
+494
| +2% | +$13.5K | ﹤0.01% | 4297 |
|
|
2016
Q1 | $491K | Buy |
20,300
+4,032
| +25% | +$87.8K | ﹤0.01% | 4454 |
|
|
2015
Q4 | $363K | Buy |
16,268
+8,124
| +100% | +$203K | ﹤0.01% | 4753 |
|
|
2015
Q3 | $209K | Buy |
8,144
+4,858
| +148% | +$123K | ﹤0.01% | 5064 |
|
|
2015
Q2 | $89K | Sell |
3,286
-8,455
| -72% | -$218K | ﹤0.01% | 5642 |
|
|
2015
Q1 | $298K | Sell |
11,741
-65,259
| -85% | -$1.65M | ﹤0.01% | 4976 |
|
|
2014
Q4 | $1.97M | Buy |
77,000
+53,842
| +232% | +$1.53M | ﹤0.01% | 3579 |
|
|
2014
Q3 | $683K | Buy |
23,158
+13,757
| +146% | +$376K | ﹤0.01% | 4350 |
|
|
2014
Q2 | $241K | Sell |
9,401
-46,631
| -83% | -$1.15M | ﹤0.01% | 5058 |
|
|
2014
Q1 | $1.48M | Sell |
56,032
-1,987
| -3% | -$47.8K | ﹤0.01% | 3682 |
|
|
2013
Q4 | $1.34M | Buy |
58,019
+32,731
| +129% | +$751K | ﹤0.01% | 3706 |
|
|
2013
Q3 | $572K | Sell |
25,288
-142,877
| -85% | -$3.06M | ﹤0.01% | 4239 |
|
|
2013
Q2 | $3.38M | Buy |
+168,165
| New | +$3.11M | ﹤0.01% | 2700 |
|
Other funds holding SBSI
Morgan Stanley's SBSI Position: Q2 2026 in Review
Morgan Stanley reduced its Southside Bancshares (SBSI) stake by 19% in Q2 2026, selling an estimated $1.82M and leaving 229,982 shares worth $8.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3875.
Morgan Stanley first reported a position in SBSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q4 2023. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.
- Morgan Stanley held 229,982 shares of Southside Bancshares worth $8.09M as of Q2 2026.
- Morgan Stanley sold 54,909 Southside Bancshares shares in Q2 2026, an estimated $1.82M.
- Southside Bancshares made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3875 holding.
- Morgan Stanley first reported a position in Southside Bancshares in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Southside Bancshares position peaked at $17.9M in Q4 2023.
- 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.