TownSquare Capital’s Southside Bancshares SBSI Stock Holding History

TownSquare Capital’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	-101,380	Closed	-$2.94M	–	1411
2025 Q1	$2.94M	Sell	101,380 -4,944	-5%	-$152K	0.03%	486
2024 Q4	$3.38M	Sell	106,324 -10,817	-9%	-$367K	0.04%	419
2024 Q3	$3.92M	Sell	117,141 -7,175	-6%	-$230K	0.05%	363
2024 Q2	$3.43M	Buy	124,316 +95	+0.1%	+$2.58K	0.05%	351
2024 Q1	$3.63M	Buy	124,221 +14	+0%	+$416	0.05%	321
2023 Q4	$3.89M	Buy	124,207 +18	+0%	+$524	0.07%	274
2023 Q3	$3.56M	Hold	124,189	–	–	0.07%	282
2023 Q2	$3.25M	Sell	124,189 -28,000	-18%	-$815K	0.06%	282
2023 Q1	$5.05M	Hold	152,189	–	–	0.11%	169
2022 Q4	$5.48M	Hold	152,189	–	–	0.14%	145
2022 Q3	$5.38M	Hold	152,189	–	–	0.15%	119
2022 Q2	$5.7M	Sell	152,189 -16	-0%	-$623	0.16%	112
2022 Q1	$6.21M	Buy	152,205 +4,014	+3%	+$169K	0.16%	117
2021 Q4	$6.2M	Buy	+148,191	New	+$6.13M	0.16%	117

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

TownSquare Capital's SBSI Position: Q2 2025 in Review

TownSquare Capital sold out of Southside Bancshares (SBSI) in Q2 2025, closing a stake of 101,380 shares — an estimated $2.94M sold.

TownSquare Capital first reported a position in SBSI in Q4 2021 and held it in 14 quarters. The position peaked at $6.21M in Q1 2022. 175 funds tracked by Wall St. Rank hold SBSI as of Q2 2025.

TownSquare Capital reported no remaining Southside Bancshares position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 101,380 Southside Bancshares shares in Q2 2025, an estimated $2.94M.
TownSquare Capital first reported a position in Southside Bancshares in Q4 2021 and held it in 14 quarters.
TownSquare Capital's Southside Bancshares position peaked at $6.21M in Q1 2022.
175 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.