SEI Investments
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SEI Investments’s Southside Bancshares SBSI Stock Holding History

SEI Investments’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 		$519K Sell
14,755
-5,843
-28% -$194K ﹤0.01% 2622
2026
Q1 		$640K Buy
+20,598
New +$653K ﹤0.01% 2569
2024
Q1 		– Sell
-13,278
Closed -$416K – 2691
2023
Q4 		$416K Hold
13,278
– – ﹤0.01% 2182
2023
Q3 		$381K Buy
13,278
+5,073
+62% +$151K ﹤0.01% 2217
2023
Q2 		$215K Sell
8,205
-50
-0.6% -$1.46K ﹤0.01% 2457
2023
Q1 		$274K Buy
+8,255
New +$301K ﹤0.01% 2374
2018
Q3 		– Sell
-14
Closed – – 3278
2018
Q2 		$0 Sell
14
-8,187
-100% -$282K ﹤0.01% 3765
2018
Q1 		$284K Sell
8,201
-14,752
-64% -$513K ﹤0.01% 1776
2017
Q4 		$772K Buy
22,953
+185
+0.8% +$6.54K ﹤0.01% 1558
2017
Q3 		$828K Sell
22,768
-2
-0% -$68 ﹤0.01% 1512
2017
Q2 		$796K Buy
22,770
+609
+3% +$20.4K ﹤0.01% 1495
2017
Q1 		$726K Buy
22,161
+13,396
+153% +$458K ﹤0.01% 1487
2016
Q4 		$323K Buy
8,765
+6,068
+225% +$210K ﹤0.01% 1678
2016
Q3 		$85K Sell
2,697
-516
-16% -$16K ﹤0.01% 1919
2016
Q2 		$97K Sell
3,213
-1,604
-33% -$43.7K ﹤0.01% 1750
2016
Q1 		$116K Sell
4,817
-1,581
-25% -$34.4K ﹤0.01% 1636
2015
Q4 		$142K Sell
6,398
-9,240
-59% -$230K ﹤0.01% 1625
2015
Q3 		$400K Buy
15,638
+1,061
+7% +$26.8K ﹤0.01% 1366
2015
Q2 		$395K Buy
14,577
+893
+7% +$23K ﹤0.01% 1247
2015
Q1 		$347K Buy
13,684
+6,892
+101% +$174K ﹤0.01% 1271
2014
Q4 		$173K Buy
+6,792
New +$193K ﹤0.01% 1456

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

SEI Investments's SBSI Position: Q2 2026 in Review

SEI Investments reduced its Southside Bancshares (SBSI) stake by 28% in Q2 2026, selling an estimated $194K and leaving 14,755 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

SEI Investments first reported a position in SBSI in Q4 2014 and has held it in 21 quarters since. The position peaked at $828K in Q3 2017. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • SEI Investments held 14,755 shares of Southside Bancshares worth $519K as of Q2 2026.
  • SEI Investments sold 5,843 Southside Bancshares shares in Q2 2026, an estimated $194K.
  • Southside Bancshares made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2622 holding.
  • SEI Investments first reported a position in Southside Bancshares in Q4 2014 and has held it in 21 quarters since.
  • SEI Investments's Southside Bancshares position peaked at $828K in Q3 2017.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.