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Smartleaf Asset Management’s Southside Bancshares SBSI Stock Holding History

Smartleaf Asset Management’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 		$7.43K Hold
213
– – ﹤0.01% 2496
2026
Q1 		$6.53K Buy
213
+21
+11% +$666 ﹤0.01% 2539
2025
Q4 		$5.93K Buy
192
+121
+170% +$3.54K ﹤0.01% 2635
2025
Q3 		$2.01K Buy
71
+55
+344% +$1.66K ﹤0.01% 2617
2025
Q2 		$470 Sell
16
-69
-81% -$1.96K ﹤0.01% 2599
2025
Q1 		$2.46K Sell
85
-622
-88% -$19.1K ﹤0.01% 2420
2024
Q4 		$22.4K Buy
707
+186
+36% +$6.32K ﹤0.01% 1588
2024
Q3 		$17.1K Sell
521
-13
-2% -$417 ﹤0.01% 1440
2024
Q2 		$14.3K Buy
534
+67
+14% +$1.82K ﹤0.01% 1203
2024
Q1 		$13.6K Hold
467
– – ﹤0.01% 930
2023
Q4 		$0 Buy
+467
New +$13.6K ﹤0.01% 1223

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

Smartleaf Asset Management's SBSI Position: Q2 2026 in Review

Smartleaf Asset Management held its Southside Bancshares (SBSI) position steady in Q2 2026 at 213 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Smartleaf Asset Management first reported a position in SBSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4K in Q4 2024. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Smartleaf Asset Management held 213 shares of Southside Bancshares worth $7.43K as of Q2 2026.
  • Smartleaf Asset Management left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2496 holding.
  • Smartleaf Asset Management first reported a position in Southside Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Southside Bancshares position peaked at $22.4K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.