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Rothschild Investment LLC’s Southside Bancshares SBSI Stock Holding History

Rothschild Investment LLC’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 		$6.62K Buy
188
+41
+28% +$1.36K ﹤0.01% 2123
2026
Q1 		$4.57K Buy
147
+35
+31% +$1.11K ﹤0.01% 2096
2025
Q4 		$3.4K Buy
112
+37
+49% +$1.08K ﹤0.01% 2093
2025
Q3 		$2.12K Sell
75
-20
-21% -$605 ﹤0.01% 2199
2025
Q2 		$2.8K Buy
95
+80
+533% +$2.27K ﹤0.01% 1837
2025
Q1 		$434 Hold
15
– – ﹤0.01% 2663
2024
Q4 		$476 Sell
15
-15
-50% -$509 ﹤0.01% 2553
2024
Q3 		$1K Buy
30
+25
+500% +$801 ﹤0.01% 2168
2024
Q2 		$138 Hold
5
– – ﹤0.01% 2606
2024
Q1 		$146 Buy
+5
New +$149 ﹤0.01% 1934

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

Rothschild Investment LLC's SBSI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Southside Bancshares (SBSI) stake by 28% in Q2 2026, buying an estimated $1.36K and bringing the position to 188 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Rothschild Investment LLC first reported a position in SBSI in Q1 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Rothschild Investment LLC held 188 shares of Southside Bancshares worth $6.62K as of Q2 2026.
  • Rothschild Investment LLC bought 41 Southside Bancshares shares in Q2 2026, an estimated $1.36K.
  • Southside Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2123 holding.
  • Rothschild Investment LLC first reported a position in Southside Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.