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Rahlfs Capital’s Southside Bancshares SBSI Stock Holding History

Rahlfs Capital’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
2025
Q4 		– Sell
-9,423
Closed -$266K – 90
2025
Q3 		$266K Hold
9,423
– – 0.21% 76
2025
Q2 		$277K Sell
9,423
-1,000
-10% -$28.3K 0.25% 74
2025
Q1 		$302K Hold
10,423
– – 0.3% 66
2024
Q4 		$331K Buy
+10,423
New +$354K 0.33% 57

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rahlfs Capital's SBSI Position: Q4 2025 in Review

Rahlfs Capital sold out of Southside Bancshares (SBSI) in Q4 2025, closing a stake of 9,423 shares — an estimated $266K sold.

Rahlfs Capital first reported a position in SBSI in Q4 2024 and held it in 4 quarters. The position peaked at $331K in Q4 2024. 181 funds tracked by Wall St. Rank hold SBSI as of Q4 2025.

  • Rahlfs Capital reported no remaining Southside Bancshares position as of Q4 2025 after selling out during the quarter.
  • Rahlfs Capital sold 9,423 Southside Bancshares shares in Q4 2025, an estimated $266K.
  • Rahlfs Capital first reported a position in Southside Bancshares in Q4 2024 and held it in 4 quarters.
  • Rahlfs Capital's Southside Bancshares position peaked at $331K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2025.

Based on Rahlfs Capital's 13F filing for Q4 2025, filed 5 Feb 2026.