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SBSI icon

NewEdge Advisors’s Southside Bancshares SBSI Stock Holding History

NewEdge Advisors’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
2026
Q1 		$369K Buy
11,859
+4
+0% +$127 ﹤0.01% 2199
2025
Q4 		$360K Sell
11,855
-240
-2% -$7.03K ﹤0.01% 2190
2025
Q3 		$342K Buy
12,095
+4
+0% +$121 ﹤0.01% 2082
2025
Q2 		$356K Buy
+12,091
New +$343K ﹤0.01% 1914

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Advisors's SBSI Position: Q1 2026 in Review

NewEdge Advisors increased its Southside Bancshares (SBSI) stake by 0.03% in Q1 2026, buying an estimated $127 and bringing the position to 11,859 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

NewEdge Advisors first reported a position in SBSI in Q2 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • NewEdge Advisors held 11,859 shares of Southside Bancshares worth $369K as of Q1 2026.
  • NewEdge Advisors bought 4 Southside Bancshares shares in Q1 2026, an estimated $127.
  • Southside Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2199 holding.
  • NewEdge Advisors first reported a position in Southside Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.