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 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 $6.73T 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

Stifel Financial's SBSI Position: Q2 2026 in Review

Stifel Financial increased its Southside Bancshares (SBSI) stake by 0.04% in Q2 2026, buying an estimated $99 and bringing the position to 7,561 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Stifel Financial first reported a position in SBSI in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2016. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Stifel Financial held 7,561 shares of Southside Bancshares worth $266K as of Q2 2026.
Stifel Financial bought 3 Southside Bancshares shares in Q2 2026, an estimated $99.
Southside Bancshares made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3343 holding.
Stifel Financial first reported a position in Southside Bancshares in Q2 2014 and has held it in 7 quarters since.
Stifel Financial's Southside Bancshares position peaked at $1.22M in Q4 2016.
196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.