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Root Financial Partners’s Southside Bancshares SBSI Stock Holding History

Root Financial Partners’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
Q1 		$1.06K Buy
+34
New +$1.08K ﹤0.01% 2596

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State Street
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VCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's SBSI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Southside Bancshares (SBSI) in Q1 2026: 34 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2596 among its holdings.

184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Root Financial Partners held 34 shares of Southside Bancshares worth $1.06K as of Q1 2026.
  • Southside Bancshares was a new Root Financial Partners position in Q1 2026.
  • Southside Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2596 holding.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.