Osaic Holdings
SBSI icon

Osaic Holdings’s Southside Bancshares SBSI Stock Holding History

Osaic Holdings’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 		$21.7K Buy
617
+232
+60% +$7.68K ﹤0.01% 6112
2026
Q1 		$12K Sell
385
-74
-16% -$2.35K ﹤0.01% 6188
2025
Q4 		$13.9K Sell
459
-40
-8% -$1.17K ﹤0.01% 6121
2025
Q3 		$15.3K Buy
499
+9
+2% +$272 ﹤0.01% 6107
2025
Q2 		$14.4K Sell
490
-30
-6% -$850 ﹤0.01% 5941
2025
Q1 		$15.1K Buy
520
+130
+33% +$3.99K ﹤0.01% 5550
2024
Q4 		$12.4K Buy
390
+40
+11% +$1.36K ﹤0.01% 5643
2024
Q3 		$11.7K Sell
350
-28
-7% -$898 ﹤0.01% 5722
2024
Q2 		$10.4K Sell
378
-1,108
-75% -$30K ﹤0.01% 5762
2024
Q1 		$43.4K Buy
1,486
+441
+42% +$13.1K ﹤0.01% 4848
2023
Q4 		$32.7K Buy
1,045
+54
+5% +$1.57K ﹤0.01% 5181
2023
Q3 		$28.4K Hold
991
– – ﹤0.01% 5358
2023
Q2 		$25.9K Sell
991
-20
-2% -$582 ﹤0.01% 5398
2023
Q1 		$33.6K Hold
1,011
– – ﹤0.01% 5232
2022
Q4 		$37K Buy
1,011
+85
+9% +$3.02K ﹤0.01% 5156
2022
Q3 		$33K Buy
926
+316
+52% +$12.1K ﹤0.01% 5242
2022
Q2 		$22K Hold
610
– – ﹤0.01% 5555
2022
Q1 		$25K Hold
610
– – ﹤0.01% 5563
2021
Q4 		$25K Buy
610
+28
+5% +$1.16K ﹤0.01% 5649
2021
Q3 		$22K Sell
582
-24
-4% -$883 ﹤0.01% 5709
2021
Q2 		$22K Sell
606
-888
-59% -$36.2K ﹤0.01% 5606
2021
Q1 		$57K Buy
1,494
+1,303
+682% +$46.2K ﹤0.01% 4791
2020
Q4 		$6K Hold
191
– – ﹤0.01% 5720
2020
Q3 		$5K Sell
191
-35
-15% -$945 ﹤0.01% 5582
2020
Q2 		$6K Sell
226
-591
-72% -$16.8K ﹤0.01% 5416
2020
Q1 		$24K Buy
+817
New +$27.6K ﹤0.01% 4509

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

Osaic Holdings's SBSI Position: Q2 2026 in Review

Osaic Holdings increased its Southside Bancshares (SBSI) stake by 60% in Q2 2026, buying an estimated $7.68K and bringing the position to 617 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6112.

Osaic Holdings first reported a position in SBSI in Q1 2020 and has held it in 26 quarters since. The position peaked at $57K in Q1 2021. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Osaic Holdings held 617 shares of Southside Bancshares worth $21.7K as of Q2 2026.
  • Osaic Holdings bought 232 Southside Bancshares shares in Q2 2026, an estimated $7.68K.
  • Southside Bancshares made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6112 holding.
  • Osaic Holdings first reported a position in Southside Bancshares in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Southside Bancshares position peaked at $57K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.