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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 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. 37 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.
37 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.