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Tarbox Family Office’s Southside Bancshares SBSI Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-17
Closed -$1K – 816
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1007
2021
Q4 		$1K Hold
17
– – ﹤0.01% 1054
2021
Q3 		$1K Hold
17
– – ﹤0.01% 1100
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1093
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1079
2020
Q4 		$1K Buy
+17
New +$489 ﹤0.01% 1049
2020
Q1 		– Sell
-22
Closed -$1K – 1286
2019
Q4 		$1K Sell
22
-121
-85% -$4.28K ﹤0.01% 1045
2019
Q3 		$5K Hold
143
– – ﹤0.01% 467
2019
Q2 		$5K Buy
+143
New +$4.84K ﹤0.01% 462

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tarbox Family Office's SBSI Position: Q2 2022 in Review

Tarbox Family Office sold out of Southside Bancshares (SBSI) in Q2 2022, closing a stake of 17 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SBSI in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2019. 141 funds tracked by Wall St. Rank hold SBSI as of Q2 2022.

  • Tarbox Family Office reported no remaining Southside Bancshares position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 17 Southside Bancshares shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in Southside Bancshares in Q2 2019 and held it in 9 quarters.
  • Tarbox Family Office's Southside Bancshares position peaked at $5K in Q3 2019.
  • 141 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.