OPS
SBSI icon

Orion Portfolio Solutions’s Southside Bancshares SBSI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-66
Closed -$2K – 1736
2020
Q2 		$2K Buy
+66
New +$1.88K ﹤0.01% 1823

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Orion Portfolio Solutions's SBSI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Southside Bancshares (SBSI) in Q3 2020, closing a stake of 66 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in SBSI in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 116 funds tracked by Wall St. Rank hold SBSI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Southside Bancshares position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 66 Southside Bancshares shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Southside Bancshares in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Southside Bancshares position peaked at $2K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.