NIG
SBSI icon

NFJ Investment Group’s Southside Bancshares SBSI Stock Holding History

NFJ Investment Group’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
2025
Q3 		– Sell
-58,375
Closed -$1.72M – 286
2025
Q2 		$1.72M Sell
58,375
-364
-0.6% -$10.3K 0.06% 215
2025
Q1 		$1.7M Hold
58,739
– – 0.06% 207
2024
Q4 		$1.87M Sell
58,739
-721
-1% -$24.5K 0.06% 212
2024
Q3 		$1.99M Sell
59,460
-2,735
-4% -$87.7K 0.06% 210
2024
Q2 		$1.72M Buy
+62,195
New +$1.69M 0.05% 204

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NFJ Investment Group's SBSI Position: Q3 2025 in Review

NFJ Investment Group sold out of Southside Bancshares (SBSI) in Q3 2025, closing a stake of 58,375 shares — an estimated $1.72M sold.

NFJ Investment Group first reported a position in SBSI in Q2 2024 and held it in 5 quarters. The position peaked at $1.99M in Q3 2024. 176 funds tracked by Wall St. Rank hold SBSI as of Q3 2025.

  • NFJ Investment Group reported no remaining Southside Bancshares position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 58,375 Southside Bancshares shares in Q3 2025, an estimated $1.72M.
  • NFJ Investment Group first reported a position in Southside Bancshares in Q2 2024 and held it in 5 quarters.
  • NFJ Investment Group's Southside Bancshares position peaked at $1.99M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.