Royce & Associates’s Southside Bancshares SBSI Stock Holding History

Royce & Associates’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	$1.53M	Sell	43,468 -3,738	-8%	-$124K	0.01%	644
2026 Q1	$1.47M	Sell	47,206 -3,452	-7%	-$109K	0.01%	623
2025 Q4	$1.54M	Buy	50,658 +14,257	+39%	+$418K	0.02%	627
2025 Q3	$1.03M	Buy	36,401 +11,201	+44%	+$339K	0.01%	663
2025 Q2	$742K	Buy	25,200 +10,559	+72%	+$299K	0.01%	695
2025 Q1	$424K	Buy	+14,641	New	+$449K	﹤0.01%	742
2022 Q2	–	Sell	-9,409	Closed	-$384K	–	978
2022 Q1	$384K	Sell	9,409 -1,902	-17%	-$80.1K	﹤0.01%	909
2021 Q4	$473K	Sell	11,311 -1,820	-14%	-$75.2K	﹤0.01%	896
2021 Q3	$503K	Buy	+13,131	New	+$483K	﹤0.01%	900

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royce & Associates's SBSI Position: Q2 2026 in Review

Royce & Associates reduced its Southside Bancshares (SBSI) stake by 7.9% in Q2 2026, selling an estimated $124K and leaving 43,468 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #644.

Royce & Associates first reported a position in SBSI in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.54M in Q4 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Royce & Associates held 43,468 shares of Southside Bancshares worth $1.53M as of Q2 2026.
Royce & Associates sold 3,738 Southside Bancshares shares in Q2 2026, an estimated $124K.
Southside Bancshares made up 0.01% of Royce & Associates's portfolio in Q2 2026, its #644 holding.
Royce & Associates first reported a position in Southside Bancshares in Q3 2021 and has held it in 9 quarters since.
Royce & Associates's Southside Bancshares position peaked at $1.54M in Q4 2025.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.