SVB Wealth’s Southside Bancshares SBSI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-23	Closed	-$666	–	1417
2025 Q1	$666	Buy	+23	New	+$705	﹤0.01%	1377

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SVB Wealth's SBSI Position: Q2 2025 in Review

SVB Wealth sold out of Southside Bancshares (SBSI) in Q2 2025, closing a stake of 23 shares — an estimated $666 sold.

SVB Wealth first reported a position in SBSI in Q1 2025 and held it in 1 quarter. The position peaked at $666 in Q1 2025. 175 funds tracked by Wall St. Rank hold SBSI as of Q2 2025.

SVB Wealth reported no remaining Southside Bancshares position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 23 Southside Bancshares shares in Q2 2025, an estimated $666.
SVB Wealth first reported a position in Southside Bancshares in Q1 2025 and held it in 1 quarter.
SVB Wealth's Southside Bancshares position peaked at $666 in Q1 2025.
175 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.