Sunbelt Securities’s Southside Bancshares SBSI Stock Holding History

Sunbelt Securities’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	$93	Hold	3	–	–	﹤0.01%	2676
2025 Q4	$91	Buy	+3	New	+$88	﹤0.01%	2564

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

Sunbelt Securities's SBSI Position: Q1 2026 in Review

Sunbelt Securities held its Southside Bancshares (SBSI) position steady in Q1 2026 at 3 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Sunbelt Securities first reported a position in SBSI in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

Sunbelt Securities held 3 shares of Southside Bancshares worth $93 as of Q1 2026.
Sunbelt Securities left its Southside Bancshares share count unchanged in Q1 2026.
Southside Bancshares made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2676 holding.
Sunbelt Securities first reported a position in Southside Bancshares in Q4 2025 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.