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SBSI icon

&Partners’s Southside Bancshares SBSI Stock Holding History

&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
2026
Q2 		$287K Sell
8,144
-636
-7% -$21.1K ﹤0.01% 2157
2026
Q1 		$273K Buy
8,780
+43
+0.5% +$1.36K ﹤0.01% 2051
2025
Q4 		$266K Buy
8,737
+191
+2% +$5.6K ﹤0.01% 1987
2025
Q3 		$241K Buy
8,546
+1,355
+19% +$41K ﹤0.01% 1860
2025
Q2 		$212K Buy
7,191
+266
+4% +$7.54K ﹤0.01% 1809
2025
Q1 		$200K Buy
6,925
+16
+0.2% +$491 ﹤0.01% 1639
2024
Q4 		$216K Buy
6,909
+41
+0.6% +$1.39K ﹤0.01% 1504
2024
Q3 		$230K Buy
+6,868
New +$220K ﹤0.01% 1242

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

&Partners's SBSI Position: Q2 2026 in Review

&Partners reduced its Southside Bancshares (SBSI) stake by 7.2% in Q2 2026, selling an estimated $21.1K and leaving 8,144 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

&Partners first reported a position in SBSI in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • &Partners held 8,144 shares of Southside Bancshares worth $287K as of Q2 2026.
  • &Partners sold 636 Southside Bancshares shares in Q2 2026, an estimated $21.1K.
  • Southside Bancshares made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2157 holding.
  • &Partners first reported a position in Southside Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.