Sowell Financial Services’s Southside Bancshares SBSI Stock Holding History

Sowell Financial Services’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
2024 Q4	–	Sell	-16,937	Closed	-$566K	–	588
2024 Q3	$566K	Hold	16,937	–	–	0.03%	423
2024 Q2	$468K	Hold	16,937	–	–	0.02%	442
2024 Q1	$495K	Hold	16,937	–	–	0.02%	455
2023 Q4	$530K	Buy	+16,937	New	+$493K	0.03%	422
2021 Q2	–	Sell	-16,937	Closed	-$714K	–	2304
2021 Q1	$714K	Hold	16,937	–	–	0.02%	514
2020 Q4	$526K	Hold	16,937	–	–	0.02%	509
2020 Q3	$414K	Buy	16,937 +184	+1%	+$4.97K	0.02%	516
2020 Q2	$464K	Buy	16,753 +162	+1%	+$4.6K	0.03%	477
2020 Q1	$504K	Buy	16,591 +160	+1%	+$5.41K	0.04%	398
2019 Q4	$610K	Buy	16,431 +138	+0.8%	+$4.88K	0.05%	387
2019 Q3	$556K	Buy	+16,293	New	+$541K	0.05%	384
2019 Q1	$531K	Buy	15,992 +142	+0.9%	+$4.81K	0.06%	314
2018 Q4	$503K	Buy	15,850 +146	+0.9%	+$4.75K	0.07%	269
2018 Q3	$546K	Buy	+15,704	New	+$555K	0.08%	188

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's SBSI Position: Q4 2024 in Review

Sowell Financial Services sold out of Southside Bancshares (SBSI) in Q4 2024, closing a stake of 16,937 shares — an estimated $566K sold.

Sowell Financial Services first reported a position in SBSI in Q3 2018 and held it in 14 quarters. The position peaked at $714K in Q1 2021. 156 funds tracked by Wall St. Rank hold SBSI as of Q4 2024.

Sowell Financial Services reported no remaining Southside Bancshares position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 16,937 Southside Bancshares shares in Q4 2024, an estimated $566K.
Sowell Financial Services first reported a position in Southside Bancshares in Q3 2018 and held it in 14 quarters.
Sowell Financial Services's Southside Bancshares position peaked at $714K in Q1 2021.
156 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.