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Redwood Family Wealth’s Southside Bancshares SBSI Stock Holding History

Redwood Family Wealth’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 		$393K Sell
11,182
-140
-1% -$4.64K 0.35% 63
2026
Q1 		$352K Sell
11,322
-1,284
-10% -$40.7K 0.34% 64
2025
Q4 		$383K Buy
+12,606
New +$369K 0.38% 58

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Family Wealth's SBSI Position: Q2 2026 in Review

Redwood Family Wealth reduced its Southside Bancshares (SBSI) stake by 1.2% in Q2 2026, selling an estimated $4.64K and leaving 11,182 shares worth $393K. The position accounts for 0.35% of the portfolio, ranked #63.

Redwood Family Wealth first reported a position in SBSI in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Redwood Family Wealth held 11,182 shares of Southside Bancshares worth $393K as of Q2 2026.
  • Redwood Family Wealth sold 140 Southside Bancshares shares in Q2 2026, an estimated $4.64K.
  • Southside Bancshares made up 0.35% of Redwood Family Wealth's portfolio in Q2 2026, its #63 holding.
  • Redwood Family Wealth first reported a position in Southside Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.