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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
Q2 		$2.17K Hold
61
– – ﹤0.01% 1960
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 $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

Salomon & Ludwin's SBSI Position: Q2 2026 in Review

Salomon & Ludwin held its Southside Bancshares (SBSI) position steady in Q2 2026 at 61 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Salomon & Ludwin first reported a position in SBSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10K in Q3 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Salomon & Ludwin held 61 shares of Southside Bancshares worth $2.17K as of Q2 2026.
  • Salomon & Ludwin left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1960 holding.
  • Salomon & Ludwin first reported a position in Southside Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Southside Bancshares position peaked at $10K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.