Private Capital Group’s Southside Bancshares SBSI Stock Holding History

Private Capital Group’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
2022 Q2	$0	Hold	9	–	–	﹤0.01%	2078
2022 Q1	$0	Hold	9	–	–	﹤0.01%	2191
2021 Q4	$0	Hold	9	–	–	﹤0.01%	2176
2021 Q3	$0	Hold	9	–	–	﹤0.01%	2200
2021 Q2	$0	Hold	9	–	–	﹤0.01%	2169
2021 Q1	$0	Hold	9	–	–	﹤0.01%	2156
2020 Q4	$0	Sell	9 -6	-40%	-$173	﹤0.01%	2123
2020 Q3	$0	Hold	15	–	–	﹤0.01%	2095
2020 Q2	$0	Sell	15 -51	-77%	-$1.45K	﹤0.01%	2128
2020 Q1	$2K	Sell	66 -85	-56%	-$2.87K	﹤0.01%	1704
2019 Q4	$5K	Hold	151	–	–	﹤0.01%	1517
2019 Q3	$5K	Sell	151 -160	-51%	-$5.32K	﹤0.01%	1682
2019 Q2	$10K	Buy	311 +103	+50%	+$3.49K	﹤0.01%	1405
2019 Q1	$7K	Sell	208 -59	-22%	-$2K	﹤0.01%	1580
2018 Q4	$8K	Sell	267 -44	-14%	-$1.43K	﹤0.01%	1476
2018 Q3	$10K	Hold	311	–	–	﹤0.01%	1465
2018 Q2	$10K	Sell	311 -53	-15%	-$1.82K	﹤0.01%	1434
2018 Q1	$13K	Sell	364 -215	-37%	-$7.47K	﹤0.01%	1261
2017 Q4	$13	Buy	+579	New	+$20.5K	﹤0.01%	1257

Other funds holding SBSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Capital Group's SBSI Position: Q2 2022 in Review

Private Capital Group held its Southside Bancshares (SBSI) position steady in Q2 2022 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Private Capital Group first reported a position in SBSI in Q4 2017 and has held it in 19 quarters since. The position peaked at $13K in Q1 2018. 141 funds tracked by Wall St. Rank hold SBSI as of Q2 2022.

Private Capital Group held 9 shares of Southside Bancshares worth $0 as of Q2 2022.
Private Capital Group left its Southside Bancshares share count unchanged in Q2 2022.
Southside Bancshares made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #2078 holding.
Private Capital Group first reported a position in Southside Bancshares in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Southside Bancshares position peaked at $13K in Q1 2018.
141 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.