TD Asset Management
SBSI icon

TD Asset Management’s Southside Bancshares SBSI Stock Holding History

TD Asset Management’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
2024
Q2 		– Sell
-15,290
Closed -$447K – 1421
2024
Q1 		$447K Sell
15,290
-22,110
-59% -$658K ﹤0.01% 1313
2023
Q4 		$1.17M Sell
37,400
-11,200
-23% -$326K ﹤0.01% 1147
2023
Q3 		$1.39M Sell
48,600
-22,200
-31% -$661K ﹤0.01% 1059
2023
Q2 		$1.85M Sell
70,800
-41,900
-37% -$1.22M ﹤0.01% 983
2023
Q1 		$3.74M Buy
112,700
+22,600
+25% +$824K ﹤0.01% 816
2022
Q4 		$3.24M Buy
90,100
+5,000
+6% +$177K ﹤0.01% 850
2022
Q3 		$3.05M Buy
85,100
+36,100
+74% +$1.39M ﹤0.01% 871
2022
Q2 		$1.83M Buy
49,000
+6,478
+15% +$252K ﹤0.01% 1031
2022
Q1 		$1.74M Buy
42,522
+4,100
+11% +$173K ﹤0.01% 1127
2021
Q4 		$1.61M Buy
38,422
+900
+2% +$37.2K ﹤0.01% 1182
2021
Q3 		$1.44M Sell
37,522
-400
-1% -$14.7K ﹤0.01% 1174
2021
Q2 		$1.37M Buy
37,922
+1,300
+4% +$53K ﹤0.01% 1198
2021
Q1 		$1.41M Buy
36,622
+21,300
+139% +$755K ﹤0.01% 1192
2020
Q4 		$475K Sell
15,322
-7,800
-34% -$224K ﹤0.01% 1342
2020
Q3 		$565K Buy
23,122
+7,100
+44% +$192K ﹤0.01% 1210
2020
Q2 		$444K Buy
+16,022
New +$455K ﹤0.01% 1231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management's SBSI Position: Q2 2024 in Review

TD Asset Management sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 15,290 shares — an estimated $447K sold.

TD Asset Management first reported a position in SBSI in Q2 2020 and held it in 16 quarters. The position peaked at $3.74M in Q1 2023. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • TD Asset Management reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • TD Asset Management sold 15,290 Southside Bancshares shares in Q2 2024, an estimated $447K.
  • TD Asset Management first reported a position in Southside Bancshares in Q2 2020 and held it in 16 quarters.
  • TD Asset Management's Southside Bancshares position peaked at $3.74M in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on TD Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.