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Tidal Investments’s Southside Bancshares SBSI Stock Holding History

Tidal Investments’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 		– Sell
-15,267
Closed -$475K – 2787
2026
Q1 		$475K Buy
15,267
+472
+3% +$15K ﹤0.01% 1862
2025
Q4 		$450K Sell
14,795
-1,187
-7% -$34.8K ﹤0.01% 1696
2025
Q3 		$451K Buy
15,982
+235
+1% +$7.11K ﹤0.01% 1622
2025
Q2 		$463K Buy
+15,747
New +$446K ﹤0.01% 1445

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tidal Investments's SBSI Position: Q2 2026 in Review

Tidal Investments sold out of Southside Bancshares (SBSI) in Q2 2026, closing a stake of 15,267 shares — an estimated $475K sold.

Tidal Investments first reported a position in SBSI in Q2 2025 and held it in 4 quarters. The position peaked at $475K in Q1 2026. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Tidal Investments reported no remaining Southside Bancshares position as of Q2 2026 after selling out during the quarter.
  • Tidal Investments sold 15,267 Southside Bancshares shares in Q2 2026, an estimated $475K.
  • Tidal Investments first reported a position in Southside Bancshares in Q2 2025 and held it in 4 quarters.
  • Tidal Investments's Southside Bancshares position peaked at $475K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.