Naples Global Advisors’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 | $359K | Buy |
10,209
+200
| +2% | +$6.63K | 0.02% | 389 |
|
|
2026
Q1 | $311K | Buy |
10,009
+1,717
| +21% | +$54.4K | 0.02% | 386 |
|
|
2025
Q4 | $252K | Sell |
8,292
-1,100
| -12% | -$32.2K | 0.02% | 400 |
|
|
2025
Q3 | $265K | Sell |
9,392
-1,033
| -10% | -$31.2K | 0.02% | 394 |
|
|
2025
Q2 | $307K | Sell |
10,425
-499
| -5% | -$14.1K | 0.03% | 358 |
|
|
2025
Q1 | $316K | Buy |
10,924
+400
| +4% | +$12.3K | 0.03% | 346 |
|
|
2024
Q4 | $334K | Hold |
10,524
| – | – | 0.03% | 338 |
|
|
2024
Q3 | $352K | Sell |
10,524
-300
| -3% | -$9.62K | 0.03% | 334 |
|
|
2024
Q2 | $299K | Sell |
10,824
-3,550
| -25% | -$96.3K | 0.03% | 339 |
|
|
2024
Q1 | $420K | Sell |
14,374
-2,700
| -16% | -$80.3K | 0.04% | 305 |
|
|
2023
Q4 | $535K | Sell |
17,074
-2,025
| -11% | -$58.9K | 0.06% | 268 |
|
|
2023
Q3 | $548K | Sell |
19,099
-2,200
| -10% | -$65.5K | 0.07% | 265 |
|
|
2023
Q2 | $557K | Buy |
21,299
+650
| +3% | +$18.9K | 0.07% | 263 |
|
|
2023
Q1 | $686K | Sell |
20,649
-2,000
| -9% | -$72.9K | 0.09% | 244 |
|
|
2022
Q4 | $815K | Sell |
22,649
-3,201
| -12% | -$114K | 0.1% | 224 |
|
|
2022
Q3 | $914K | Buy |
25,850
+500
| +2% | +$19.2K | 0.13% | 205 |
|
|
2022
Q2 | $949K | Buy |
25,350
+300
| +1% | +$11.7K | 0.12% | 198 |
|
|
2022
Q1 | $1.02M | Hold |
25,050
| – | – | 0.12% | 200 |
|
|
2021
Q4 | $1.05M | Sell |
25,050
-650
| -3% | -$26.9K | 0.12% | 200 |
|
|
2021
Q3 | $984K | Buy |
25,700
+300
| +1% | +$11K | 0.13% | 197 |
|
|
2021
Q2 | $971K | Hold |
25,400
| – | – | 0.14% | 194 |
|
|
2021
Q1 | $978K | Sell |
25,400
-300
| -1% | -$10.6K | 0.15% | 183 |
|
|
2020
Q4 | $797K | Sell |
25,700
-25
| -0.1% | -$719 | 0.13% | 193 |
|
|
2020
Q3 | $628K | Buy |
25,725
+500
| +2% | +$13.5K | 0.12% | 192 |
|
|
2020
Q2 | $699K | Sell |
25,225
-175
| -0.7% | -$4.97K | 0.15% | 174 |
|
|
2020
Q1 | $772K | Sell |
25,400
-4,300
| -14% | -$145K | 0.2% | 147 |
|
|
2019
Q4 | $1.1M | Buy |
29,700
+225
| +0.8% | +$7.95K | 0.23% | 136 |
|
|
2019
Q3 | $1M | Buy |
29,475
+400
| +1% | +$13.3K | 0.23% | 138 |
|
|
2019
Q2 | $941K | Sell |
29,075
-600
| -2% | -$20.3K | 0.23% | 137 |
|
|
2019
Q1 | $986K | Buy |
29,675
+50
| +0.2% | +$1.7K | 0.25% | 131 |
|
|
2018
Q4 | $1.01M | Buy |
29,625
+5,200
| +21% | +$169K | 0.29% | 121 |
|
|
2018
Q3 | $850K | Buy |
24,425
+875
| +4% | +$30.9K | 0.23% | 145 |
|
|
2018
Q2 | $793K | Buy |
23,550
+3,550
| +18% | +$122K | 0.22% | 149 |
|
|
2018
Q1 | $695K | Buy |
+20,000
| New | +$695K | 0.21% | 159 |
|
Other funds holding SBSI
Naples Global Advisors's SBSI Position: Q2 2026 in Review
Naples Global Advisors increased its Southside Bancshares (SBSI) stake by 2% in Q2 2026, buying an estimated $6.63K and bringing the position to 10,209 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #389.
Naples Global Advisors first reported a position in SBSI in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.1M in Q4 2019. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.
- Naples Global Advisors held 10,209 shares of Southside Bancshares worth $359K as of Q2 2026.
- Naples Global Advisors bought 200 Southside Bancshares shares in Q2 2026, an estimated $6.63K.
- Southside Bancshares made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #389 holding.
- Naples Global Advisors first reported a position in Southside Bancshares in Q1 2018 and has held it in 34 quarters since.
- Naples Global Advisors's Southside Bancshares position peaked at $1.1M in Q4 2019.
- 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.