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Raymond James Financial Services Advisors’s Southside Bancshares SBSI Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$354K Buy
10,582
+35
+0.3% +$1.12K ﹤0.01% 2865
2024
Q2 		$291K Buy
10,547
+38
+0.4% +$1.03K ﹤0.01% 2893
2024
Q1 		$307K Buy
10,509
+34
+0.3% +$1.01K ﹤0.01% 2830
2023
Q4 		$328K Buy
10,475
+32
+0.3% +$931 ﹤0.01% 2678
2023
Q3 		$300K Buy
10,443
+31
+0.3% +$923 ﹤0.01% 2655
2023
Q2 		$272K Buy
10,412
+32
+0.3% +$931 ﹤0.01% 2726
2023
Q1 		$345K Buy
10,380
+23
+0.2% +$839 ﹤0.01% 2556
2022
Q4 		$373K Buy
10,357
+28
+0.3% +$993 ﹤0.01% 2439
2022
Q3 		$365K Buy
10,329
+23
+0.2% +$883 ﹤0.01% 2455
2022
Q2 		$386K Sell
10,306
-79
-0.8% -$3.08K ﹤0.01% 2433
2022
Q1 		$424K Sell
10,385
-460
-4% -$19.4K ﹤0.01% 2473
2021
Q4 		$454K Sell
10,845
-827
-7% -$34.2K ﹤0.01% 2443
2021
Q3 		$447K Sell
11,672
-95
-0.8% -$3.5K ﹤0.01% 2439
2021
Q2 		$450K Sell
11,767
-282
-2% -$11.5K ﹤0.01% 2437
2021
Q1 		$464K Buy
12,049
+204
+2% +$7.23K ﹤0.01% 2338
2020
Q4 		$368K Buy
11,845
+2,349
+25% +$67.6K ﹤0.01% 2332
2020
Q3 		$232K Buy
+9,496
New +$256K ﹤0.01% 2449
2019
Q4 		– Sell
-11,642
Closed -$397K – 2927
2019
Q3 		$397K Hold
11,642
– – ﹤0.01% 2052
2019
Q2 		$377K Sell
11,642
-3,436
-23% -$116K ﹤0.01% 2109
2019
Q1 		$501K Sell
15,078
-24,910
-62% -$845K ﹤0.01% 1899
2018
Q4 		$1.27M Sell
39,988
-1,396
-3% -$45.4K 0.01% 1142
2018
Q3 		$1.44M Sell
41,384
-3,003
-7% -$106K 0.01% 1247
2018
Q2 		$1.5M Buy
44,387
+18
+0% +$619 0.01% 1186
2018
Q1 		$1.54M Hold
44,369
– – 0.01% 1062
2017
Q4 		$1.49M Hold
44,369
– – 0.01% 1044
2017
Q3 		$1.61M Buy
44,369
+37,936
+590% +$1.29M 0.01% 1022
2017
Q2 		$225K Buy
6,433
+1
+0% +$34 ﹤0.01% 2143
2017
Q1 		$211K Hold
6,432
– – ﹤0.01% 2106
2016
Q4 		$236K Buy
+6,432
New +$222K ﹤0.01% 1957

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial Services Advisors's SBSI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Southside Bancshares (SBSI) stake by 0.33% in Q3 2024, buying an estimated $1.12K and bringing the position to 10,582 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Raymond James Financial Services Advisors first reported a position in SBSI in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.61M in Q3 2017. 164 funds tracked by Wall St. Rank hold SBSI as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,582 shares of Southside Bancshares worth $354K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 35 Southside Bancshares shares in Q3 2024, an estimated $1.12K.
  • Southside Bancshares made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2865 holding.
  • Raymond James Financial Services Advisors first reported a position in Southside Bancshares in Q4 2016 and has held it in 29 quarters since.
  • Raymond James Financial Services Advisors's Southside Bancshares position peaked at $1.61M in Q3 2017.
  • 164 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.