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SBI Securities’s Southside Bancshares SBSI Stock Holding History

SBI Securities’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 		$2.01K Sell
57
-5
-8% -$166 ﹤0.01% 2560
2026
Q1 		$1.93K Sell
62
-2
-3% -$63 ﹤0.01% 2429
2025
Q4 		$1.95K Buy
64
+6
+10% +$176 ﹤0.01% 2389
2025
Q3 		$1.64K Sell
58
-15
-21% -$454 ﹤0.01% 2495
2025
Q2 		$2.15K Buy
73
+1
+1% +$28 ﹤0.01% 2357
2025
Q1 		$2.08K Buy
72
+5
+7% +$153 ﹤0.01% 2275
2024
Q4 		$2.13K Buy
+67
New +$2.27K ﹤0.01% 2290

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

SBI Securities's SBSI Position: Q2 2026 in Review

SBI Securities reduced its Southside Bancshares (SBSI) stake by 8.1% in Q2 2026, selling an estimated $166 and leaving 57 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

SBI Securities first reported a position in SBSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15K in Q2 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • SBI Securities held 57 shares of Southside Bancshares worth $2.01K as of Q2 2026.
  • SBI Securities sold 5 Southside Bancshares shares in Q2 2026, an estimated $166.
  • Southside Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2560 holding.
  • SBI Securities first reported a position in Southside Bancshares in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Southside Bancshares position peaked at $2.15K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.