Principal Financial Group’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.77M | Sell |
135,423
-419
| -0.3% | -$13.9K | ﹤0.01% | 1679 |
|
|
2026
Q1 | $4.22M | Buy |
135,842
+1,119
| +0.8% | +$35.5K | ﹤0.01% | 1674 |
|
|
2025
Q4 | $4.09M | Sell |
134,723
-1,848
| -1% | -$54.1K | ﹤0.01% | 1677 |
|
|
2025
Q3 | $3.86M | Sell |
136,571
-4,277
| -3% | -$129K | ﹤0.01% | 1678 |
|
|
2025
Q2 | $4.15M | Sell |
140,848
-1,037
| -0.7% | -$29.4K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $4.11M | Buy |
141,885
+3,726
| +3% | +$114K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $4.39M | Buy |
138,159
+4,018
| +3% | +$136K | ﹤0.01% | 1630 |
|
|
2024
Q3 | $4.48M | Sell |
134,141
-7,775
| -5% | -$249K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $3.92M | Sell |
141,916
-7,268
| -5% | -$197K | ﹤0.01% | 1611 |
|
|
2024
Q1 | $4.36M | Sell |
149,184
-341
| -0.2% | -$10.1K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $4.68M | Sell |
149,525
-7,182
| -5% | -$209K | ﹤0.01% | 1578 |
|
|
2023
Q3 | $4.5M | Sell |
156,707
-10,486
| -6% | -$312K | ﹤0.01% | 1569 |
|
|
2023
Q2 | $4.37M | Sell |
167,193
-14,033
| -8% | -$408K | ﹤0.01% | 1584 |
|
|
2023
Q1 | $6.02M | Sell |
181,226
-5,409
| -3% | -$197K | ﹤0.01% | 1474 |
|
|
2022
Q4 | $6.72M | Sell |
186,635
-1,591
| -0.8% | -$56.4K | 0.01% | 1430 |
|
|
2022
Q3 | $6.66M | Sell |
188,226
-10,251
| -5% | -$393K | 0.01% | 1381 |
|
|
2022
Q2 | $7.43M | Sell |
198,477
-15,385
| -7% | -$599K | 0.01% | 1405 |
|
|
2022
Q1 | $8.73M | Sell |
213,862
-1,258
| -0.6% | -$53K | 0.01% | 1449 |
|
|
2021
Q4 | $9M | Sell |
215,120
-7,812
| -4% | -$323K | 0.01% | 1454 |
|
|
2021
Q3 | $8.54M | Buy |
222,932
+8,706
| +4% | +$320K | 0.01% | 1480 |
|
|
2021
Q2 | $8.19M | Buy |
214,226
+334
| +0.2% | +$13.6K | 0.01% | 1518 |
|
|
2021
Q1 | $8.24M | Sell |
213,892
-2,241
| -1% | -$79.4K | 0.01% | 1478 |
|
|
2020
Q4 | $6.71M | Sell |
216,133
-8,332
| -4% | -$240K | 0.01% | 1447 |
|
|
2020
Q3 | $5.48M | Sell |
224,465
-7,306
| -3% | -$197K | ﹤0.01% | 1407 |
|
|
2020
Q2 | $6.42M | Sell |
231,771
-20,166
| -8% | -$573K | 0.01% | 1315 |
|
|
2020
Q1 | $7.66M | Sell |
251,937
-9,914
| -4% | -$335K | 0.01% | 1054 |
|
|
2019
Q4 | $9.72M | Sell |
261,851
-4,012
| -2% | -$142K | 0.01% | 1272 |
|
|
2019
Q3 | $9.07M | Sell |
265,863
-2,941
| -1% | -$97.7K | 0.01% | 1253 |
|
|
2019
Q2 | $8.7M | Sell |
268,804
-1,598
| -0.6% | -$54.1K | 0.01% | 1304 |
|
|
2019
Q1 | $8.98M | Sell |
270,402
-13,910
| -5% | -$472K | 0.01% | 1299 |
|
|
2018
Q4 | $9.03M | Sell |
284,312
-204
| -0.1% | -$6.63K | 0.01% | 1231 |
|
|
2018
Q3 | $9.9M | Buy |
284,516
+50,844
| +22% | +$1.8M | 0.01% | 1328 |
|
|
2018
Q2 | $7.87M | Buy |
233,672
+9,533
| +4% | +$328K | 0.01% | 1424 |
|
|
2018
Q1 | $7.79M | Buy |
224,139
+6,674
| +3% | +$232K | 0.01% | 1383 |
|
|
2017
Q4 | $7.32M | Sell |
217,465
-8,009
| -4% | -$283K | 0.01% | 1422 |
|
|
2017
Q3 | $8.2M | Buy |
225,474
+1,218
| +0.5% | +$41.3K | 0.01% | 1356 |
|
|
2017
Q2 | $7.84M | Buy |
224,256
+11,069
| +5% | +$371K | 0.01% | 1372 |
|
|
2017
Q1 | $6.98M | Buy |
213,187
+9,615
| +5% | +$329K | 0.01% | 1401 |
|
|
2016
Q4 | $7.48M | Buy |
203,572
+21,021
| +12% | +$726K | 0.01% | 1355 |
|
|
2016
Q3 | $5.73M | Buy |
182,551
+6,685
| +4% | +$208K | 0.01% | 1411 |
|
|
2016
Q2 | $5.3M | Buy |
175,866
+4,673
| +3% | +$127K | 0.01% | 1398 |
|
|
2016
Q1 | $4.15M | Buy |
171,193
+4,035
| +2% | +$87.9K | 0.01% | 1445 |
|
|
2015
Q4 | $3.73M | Buy |
167,158
+7,451
| +5% | +$186K | 0.01% | 1470 |
|
|
2015
Q3 | $4.09M | Buy |
159,707
+6,921
| +5% | +$175K | 0.01% | 1431 |
|
|
2015
Q2 | $4.15M | Sell |
152,786
-2,368
| -2% | -$61.1K | 0.01% | 1493 |
|
|
2015
Q1 | $3.94M | Buy |
+155,154
| New | +$3.92M | 0.01% | 1479 |
|
Other funds holding SBSI
Principal Financial Group's SBSI Position: Q2 2026 in Review
Principal Financial Group reduced its Southside Bancshares (SBSI) stake by 0.31% in Q2 2026, selling an estimated $13.9K and leaving 135,423 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.
Principal Financial Group first reported a position in SBSI in Q1 2015 and has held it in 46 quarters since. The position peaked at $9.9M in Q3 2018. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.
- Principal Financial Group held 135,423 shares of Southside Bancshares worth $4.77M as of Q2 2026.
- Principal Financial Group sold 419 Southside Bancshares shares in Q2 2026, an estimated $13.9K.
- Southside Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1679 holding.
- Principal Financial Group first reported a position in Southside Bancshares in Q1 2015 and has held it in 46 quarters since.
- Principal Financial Group's Southside Bancshares position peaked at $9.9M in Q3 2018.
- 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.