Stephens Consulting’s Southside Bancshares SBSI Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-15	Closed	-$435	–	1851
2025 Q1	$435	Buy	+15	New	+$460	﹤0.01%	966

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's SBSI Position: Q2 2025 in Review

Stephens Consulting sold out of Southside Bancshares (SBSI) in Q2 2025, closing a stake of 15 shares — an estimated $435 sold.

Stephens Consulting first reported a position in SBSI in Q1 2025 and held it in 1 quarter. The position peaked at $435 in Q1 2025. 175 funds tracked by Wall St. Rank hold SBSI as of Q2 2025.

Stephens Consulting reported no remaining Southside Bancshares position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Southside Bancshares shares in Q2 2025, an estimated $435.
Stephens Consulting first reported a position in Southside Bancshares in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Southside Bancshares position peaked at $435 in Q1 2025.
175 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.