Stifel Financial’s Southside Bancshares SBSI Stock Holding History

Stifel Financial’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 Q1	$235K	Buy	7,558 +2	+0%	+$63	﹤0.01%	3332
2025 Q4	$230K	Buy	+7,556	New	+$221K	﹤0.01%	3310
2017 Q1	–	Sell	-33,062	Closed	-$1.22M	–	2597
2016 Q4	$1.22M	Buy	+33,062	New	+$1.14M	0.01%	1290
2015 Q1	–	Sell	-14,880	Closed	-$381K	–	2385
2014 Q4	$381K	Buy	14,880 +113	+0.8%	+$3.21K	﹤0.01%	1742
2014 Q3	$435K	Buy	14,767 +2,796	+23%	+$76.5K	﹤0.01%	1611
2014 Q2	$306K	Buy	+11,971	New	+$295K	﹤0.01%	1769

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's SBSI Position: Q1 2026 in Review

Stifel Financial increased its Southside Bancshares (SBSI) stake by 0.03% in Q1 2026, buying an estimated $63 and bringing the position to 7,558 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

Stifel Financial first reported a position in SBSI in Q2 2014 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2016. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

Stifel Financial held 7,558 shares of Southside Bancshares worth $235K as of Q1 2026.
Stifel Financial bought 2 Southside Bancshares shares in Q1 2026, an estimated $63.
Southside Bancshares made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3332 holding.
Stifel Financial first reported a position in Southside Bancshares in Q2 2014 and has held it in 6 quarters since.
Stifel Financial's Southside Bancshares position peaked at $1.22M in Q4 2016.
184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.