Rockefeller Capital Management
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Rockefeller Capital Management’s Southside Bancshares SBSI Stock Holding History

Rockefeller Capital Management’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 		$76.7K Buy
2,180
+15
+0.7% +$497 ﹤0.01% 3131
2026
Q1 		$67.3K Buy
2,165
+1,726
+393% +$54.7K ﹤0.01% 3105
2025
Q4 		$13.3K Buy
439
+422
+2,482% +$12.4K ﹤0.01% 3682
2025
Q3 		$482 Buy
+17
New +$514 ﹤0.01% 4272
2023
Q1 		– Sell
-15
Closed – – 3555
2022
Q4 		$0 Hold
15
– – ﹤0.01% 4167
2022
Q3 		$0 Sell
15
-78
-84% -$2.99K ﹤0.01% 4317
2022
Q2 		$3K Buy
93
+83
+830% +$3.23K ﹤0.01% 3687
2022
Q1 		$0 Hold
10
– – ﹤0.01% 4044
2021
Q4 		$0 Hold
10
– – ﹤0.01% 3971
2021
Q3 		$0 Buy
+10
New +$368 ﹤0.01% 3827

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

Rockefeller Capital Management's SBSI Position: Q2 2026 in Review

Rockefeller Capital Management increased its Southside Bancshares (SBSI) stake by 0.69% in Q2 2026, buying an estimated $497 and bringing the position to 2,180 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Rockefeller Capital Management first reported a position in SBSI in Q3 2021 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Rockefeller Capital Management held 2,180 shares of Southside Bancshares worth $76.7K as of Q2 2026.
  • Rockefeller Capital Management bought 15 Southside Bancshares shares in Q2 2026, an estimated $497.
  • Southside Bancshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3131 holding.
  • Rockefeller Capital Management first reported a position in Southside Bancshares in Q3 2021 and has held it in 10 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.