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Salomon & Ludwin’s Southside Bancshares SBSI Stock Holding History

Salomon & Ludwin’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 		$1.92K Hold
61
– – ﹤0.01% 1939
2025
Q4 		$1.88K Sell
61
-294
-83% -$8.61K ﹤0.01% 2006
2025
Q3 		$10K Buy
+355
New +$10.7K ﹤0.01% 1301

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Salomon & Ludwin's SBSI Position: Q1 2026 in Review

Salomon & Ludwin held its Southside Bancshares (SBSI) position steady in Q1 2026 at 61 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Salomon & Ludwin first reported a position in SBSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $10K in Q3 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Salomon & Ludwin held 61 shares of Southside Bancshares worth $1.92K as of Q1 2026.
  • Salomon & Ludwin left its Southside Bancshares share count unchanged in Q1 2026.
  • Southside Bancshares made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1939 holding.
  • Salomon & Ludwin first reported a position in Southside Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Southside Bancshares position peaked at $10K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.