Polaris Capital Management’s Southside Bancshares SBSI Stock Holding History

Polaris Capital Management’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	$2.47M	Buy	70,158 +7,214	+11%	+$239K	0.23%	50
2026 Q1	$1.96M	Buy	62,944 +717	+1%	+$22.7K	0.16%	60
2025 Q4	$1.89M	Buy	62,227 +727	+1%	+$21.3K	0.16%	54
2025 Q3	$1.74M	Hold	61,500	–	–	0.11%	66
2025 Q2	$1.81M	Hold	61,500	–	–	0.12%	62
2025 Q1	$1.78M	Hold	61,500	–	–	0.1%	59
2024 Q4	$1.95M	Hold	61,500	–	–	0.09%	57
2024 Q3	$2.06M	Buy	61,500 +18,300	+42%	+$587K	0.1%	53
2024 Q2	$1.19M	Hold	43,200	–	–	0.06%	72
2024 Q1	$1.26M	Hold	43,200	–	–	0.06%	71
2023 Q4	$1.35M	Buy	43,200 +6,500	+18%	+$189K	0.07%	68
2023 Q3	$1.05M	Buy	36,700 +6,600	+22%	+$197K	0.06%	76
2023 Q2	$787K	Buy	+30,100	New	+$876K	0.03%	85

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Capital Management's SBSI Position: Q2 2026 in Review

Polaris Capital Management increased its Southside Bancshares (SBSI) stake by 11% in Q2 2026, buying an estimated $239K and bringing the position to 70,158 shares worth $2.47M. The position accounts for 0.23% of the portfolio, ranked #50.

Polaris Capital Management first reported a position in SBSI in Q2 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Polaris Capital Management held 70,158 shares of Southside Bancshares worth $2.47M as of Q2 2026.
Polaris Capital Management bought 7,214 Southside Bancshares shares in Q2 2026, an estimated $239K.
Southside Bancshares made up 0.23% of Polaris Capital Management's portfolio in Q2 2026, its #50 holding.
Polaris Capital Management first reported a position in Southside Bancshares in Q2 2023 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.