Steward Partners Investment Advisory’s Southside Bancshares SBSI Stock Holding History

Steward Partners Investment Advisory’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	$309K	Buy	+8,770	New	+$291K	﹤0.01%	1985

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

Steward Partners Investment Advisory's SBSI Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Southside Bancshares (SBSI) in Q2 2026: 8,770 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1985 among its holdings.

195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Steward Partners Investment Advisory held 8,770 shares of Southside Bancshares worth $309K as of Q2 2026.
Southside Bancshares was a new Steward Partners Investment Advisory position in Q2 2026.
Southside Bancshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1985 holding.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.