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Paloma Partners’s Southside Bancshares SBSI Stock Holding History

Paloma Partners’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
2021
Q3 		– Sell
-7,433
Closed -$284K – 1775
2021
Q2 		$284K Buy
+7,433
New +$303K 0.01% 1341
2016
Q1 		– Sell
-10,820
Closed -$241K – 2037
2015
Q4 		$241K Buy
+10,820
New +$270K 0.01% 1460

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paloma Partners's SBSI Position: Q3 2021 in Review

Paloma Partners sold out of Southside Bancshares (SBSI) in Q3 2021, closing a stake of 7,433 shares — an estimated $284K sold.

Paloma Partners first reported a position in SBSI in Q4 2015 and held it in 2 quarters. The position peaked at $284K in Q2 2021. 127 funds tracked by Wall St. Rank hold SBSI as of Q3 2021.

  • Paloma Partners reported no remaining Southside Bancshares position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 7,433 Southside Bancshares shares in Q3 2021, an estimated $284K.
  • Paloma Partners first reported a position in Southside Bancshares in Q4 2015 and held it in 2 quarters.
  • Paloma Partners's Southside Bancshares position peaked at $284K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.