Mutual of America Capital Management’s Southside Bancshares SBSI Stock Holding History

Mutual of America Capital 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
2023 Q2	–	Sell	-6,171	Closed	-$205K	–	1495
2023 Q1	$205K	Sell	6,171 -221	-3%	-$8.06K	﹤0.01%	1392
2022 Q4	$230K	Buy	6,392 +324	+5%	+$11.5K	﹤0.01%	1352
2022 Q3	$215K	Buy	6,068 +673	+12%	+$25.8K	﹤0.01%	1345
2022 Q2	$202K	Buy	5,395 +733	+16%	+$28.5K	﹤0.01%	1326
2022 Q1	$190K	Buy	4,662 +253	+6%	+$10.7K	﹤0.01%	1369
2021 Q4	$184K	Buy	4,409 +55	+1%	+$2.27K	﹤0.01%	1371
2021 Q3	$167K	Sell	4,354 -47	-1%	-$1.73K	﹤0.01%	1391
2021 Q2	$168K	Buy	4,401 +245	+6%	+$10K	﹤0.01%	1428
2021 Q1	$160K	Buy	4,156 +239	+6%	+$8.47K	﹤0.01%	1426
2020 Q4	$122K	Buy	3,917 +135	+4%	+$3.88K	﹤0.01%	1424
2020 Q3	$92K	Buy	3,782 +2,274	+151%	+$61.4K	﹤0.01%	1414
2020 Q2	$42K	Buy	1,508 +144	+11%	+$4.09K	﹤0.01%	1387
2020 Q1	$41K	Buy	1,364 +233	+21%	+$7.88K	﹤0.01%	1337
2019 Q4	$42K	Sell	1,131 -46	-4%	-$1.63K	﹤0.01%	1398
2019 Q3	$40K	Buy	1,177 +38	+3%	+$1.26K	﹤0.01%	1393
2019 Q2	$37K	Buy	1,139 +235	+26%	+$7.96K	﹤0.01%	1418
2019 Q1	$30K	Buy	904 +84	+10%	+$2.85K	﹤0.01%	1428
2018 Q4	$26K	Buy	820 +192	+31%	+$6.25K	﹤0.01%	1402
2018 Q3	$22K	Buy	628 +526	+516%	+$18.6K	﹤0.01%	1453
2018 Q2	$3K	Buy	+102	New	+$3.51K	﹤0.01%	1538
2015 Q1	–	Sell	-15,725	Closed	-$402K	–	1250
2014 Q4	$402K	Buy	+15,725	New	+$447K	0.01%	1126

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Mutual of America Capital Management's SBSI Position: Q2 2023 in Review

Mutual of America Capital Management sold out of Southside Bancshares (SBSI) in Q2 2023, closing a stake of 6,171 shares — an estimated $205K sold.

Mutual of America Capital Management first reported a position in SBSI in Q4 2014 and held it in 21 quarters. The position peaked at $402K in Q4 2014. 152 funds tracked by Wall St. Rank hold SBSI as of Q2 2023.

Mutual of America Capital Management reported no remaining Southside Bancshares position as of Q2 2023 after selling out during the quarter.
Mutual of America Capital Management sold 6,171 Southside Bancshares shares in Q2 2023, an estimated $205K.
Mutual of America Capital Management first reported a position in Southside Bancshares in Q4 2014 and held it in 21 quarters.
Mutual of America Capital Management's Southside Bancshares position peaked at $402K in Q4 2014.
152 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2023.

Based on Mutual of America Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.