Sterling Capital Management’s Southside Bancshares SBSI Stock Holding History

Sterling Capital 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	$18.1K	Sell	515 -443	-46%	-$14.7K	﹤0.01%	1932
2026 Q1	$29.8K	Sell	958 -713	-43%	-$22.6K	﹤0.01%	1842
2025 Q4	$50.8K	Sell	1,671 -325	-16%	-$9.52K	﹤0.01%	1798
2025 Q3	$56.4K	Buy	1,996 +1,226	+159%	+$37.1K	﹤0.01%	1721
2025 Q2	$22.7K	Buy	770 +274	+55%	+$7.76K	﹤0.01%	1751
2025 Q1	$14.4K	Sell	496 -423	-46%	-$13K	﹤0.01%	1755
2024 Q4	$29.2K	Buy	919 +824	+867%	+$28K	﹤0.01%	1764
2024 Q3	$3.18K	Buy	+95	New	+$3.05K	﹤0.01%	1968
2014 Q4	–	Sell	-9,937	Closed	-$292K	–	954
2014 Q3	$292K	Buy	9,937 +1	+0%	+$27	﹤0.01%	820
2014 Q2	$255K	Buy	9,936 +258	+3%	+$6.37K	﹤0.01%	831
2014 Q1	$256K	Buy	9,678 +257	+3%	+$6.18K	﹤0.01%	885
2013 Q4	$217K	Buy	+9,421	New	+$216K	﹤0.01%	768

Other funds holding SBSI

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Sterling Capital Management's SBSI Position: Q2 2026 in Review

Sterling Capital Management reduced its Southside Bancshares (SBSI) stake by 46% in Q2 2026, selling an estimated $14.7K and leaving 515 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Sterling Capital Management first reported a position in SBSI in Q4 2013 and has held it in 12 quarters since. The position peaked at $292K in Q3 2014. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Sterling Capital Management held 515 shares of Southside Bancshares worth $18.1K as of Q2 2026.
Sterling Capital Management sold 443 Southside Bancshares shares in Q2 2026, an estimated $14.7K.
Southside Bancshares made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1932 holding.
Sterling Capital Management first reported a position in Southside Bancshares in Q4 2013 and has held it in 12 quarters since.
Sterling Capital Management's Southside Bancshares position peaked at $292K in Q3 2014.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.