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Sanctuary Advisors’s Southside Bancshares SBSI Stock Holding History

Sanctuary Advisors’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 		$210K Buy
+5,976
New +$198K ﹤0.01% 2598
2026
Q1 		– Sell
-10,725
Closed -$326K – 2615
2025
Q4 		$326K Buy
10,725
+41
+0.4% +$1.2K ﹤0.01% 1969
2025
Q3 		$302K Buy
10,684
+67
+0.6% +$2.03K ﹤0.01% 2000
2025
Q2 		$312K Buy
10,617
+1
+0% +$28 ﹤0.01% 1890
2025
Q1 		$307K Sell
10,616
-5
-0% -$153 ﹤0.01% 1785
2024
Q4 		$334K Sell
10,621
-3,586
-25% -$122K ﹤0.01% 1930
2024
Q3 		$511K Buy
+14,207
New +$455K ﹤0.01% 1688

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

Sanctuary Advisors's SBSI Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in Southside Bancshares (SBSI) in Q2 2026: 5,976 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2598 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in SBSI as recently as Q4 2025.

Sanctuary Advisors first reported a position in SBSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $511K in Q3 2024. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Sanctuary Advisors held 5,976 shares of Southside Bancshares worth $210K as of Q2 2026.
  • Southside Bancshares was a new Sanctuary Advisors position in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2598 holding.
  • Sanctuary Advisors first reported a position in Southside Bancshares in Q3 2024 and has held it in 7 quarters since.
  • Sanctuary Advisors's Southside Bancshares position peaked at $511K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.