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 Q3	$228K	Buy	7,563 +2	+0%	+$65	﹤0.01%	3454
2026 Q2	$266K	Buy	7,561 +3	+0%	+$99	﹤0.01%	3343
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 $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Stifel Financial's SBSI Position: Q3 2026 in Review

Stifel Financial increased its Southside Bancshares (SBSI) stake by 0.03% in Q3 2026, buying an estimated $65 and bringing the position to 7,563 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Stifel Financial first reported a position in SBSI in Q2 2014 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2016. 163 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

Stifel Financial held 7,563 shares of Southside Bancshares worth $228K as of Q3 2026.
Stifel Financial bought 2 Southside Bancshares shares in Q3 2026, an estimated $65.
Southside Bancshares made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #3454 holding.
Stifel Financial first reported a position in Southside Bancshares in Q2 2014 and has held it in 8 quarters since.
Stifel Financial's Southside Bancshares position peaked at $1.22M in Q4 2016.
163 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.