NA
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
Q2 		$419K Buy
11,918
+59
+0.5% +$1.95K ﹤0.01% 2256
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's SBSI Position: Q2 2026 in Review

NewEdge Advisors increased its Southside Bancshares (SBSI) stake by 0.5% in Q2 2026, buying an estimated $1.95K and bringing the position to 11,918 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

NewEdge Advisors first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • NewEdge Advisors held 11,918 shares of Southside Bancshares worth $419K as of Q2 2026.
  • NewEdge Advisors bought 59 Southside Bancshares shares in Q2 2026, an estimated $1.95K.
  • Southside Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2256 holding.
  • NewEdge Advisors first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.