UBS Group’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.74M | Sell |
77,958
-13,430
| -15% | -$445K | ﹤0.01% | 4796 |
|
|
2026
Q1 | $2.84M | Sell |
91,388
-103,981
| -53% | -$3.3M | ﹤0.01% | 4633 |
|
|
2025
Q4 | $5.94M | Sell |
195,369
-192,156
| -50% | -$5.63M | ﹤0.01% | 3851 |
|
|
2025
Q3 | $10.9M | Sell |
387,525
-13,383
| -3% | -$405K | ﹤0.01% | 3193 |
|
|
2025
Q2 | $11.8M | Buy |
400,908
+65,200
| +19% | +$1.85M | ﹤0.01% | 2913 |
|
|
2025
Q1 | $9.72M | Buy |
335,708
+24,021
| +8% | +$737K | ﹤0.01% | 3069 |
|
|
2024
Q4 | $9.9M | Buy |
311,687
+243,544
| +357% | +$8.27M | ﹤0.01% | 3058 |
|
|
2024
Q3 | $2.28M | Buy |
68,143
+16,550
| +32% | +$531K | ﹤0.01% | 3864 |
|
|
2024
Q2 | $1.42M | Sell |
51,593
-3,419
| -6% | -$92.7K | ﹤0.01% | 4093 |
|
|
2024
Q1 | $1.61M | Sell |
55,012
-4,576
| -8% | -$136K | ﹤0.01% | 4151 |
|
|
2023
Q4 | $1.87M | Buy |
59,588
+28,118
| +89% | +$818K | ﹤0.01% | 3896 |
|
|
2023
Q3 | $903K | Sell |
31,470
-16,206
| -34% | -$483K | ﹤0.01% | 4171 |
|
|
2023
Q2 | $1.25M | Buy |
47,676
+15,021
| +46% | +$437K | ﹤0.01% | 4023 |
|
|
2023
Q1 | $1.08M | Sell |
32,655
-4,769
| -13% | -$174K | ﹤0.01% | 4035 |
|
|
2022
Q4 | $1.35M | Buy |
37,424
+1,204
| +3% | +$42.7K | ﹤0.01% | 3784 |
|
|
2022
Q3 | $1.28M | Buy |
36,220
+18,669
| +106% | +$716K | ﹤0.01% | 3538 |
|
|
2022
Q2 | $656K | Sell |
17,551
-19,643
| -53% | -$765K | ﹤0.01% | 4055 |
|
|
2022
Q1 | $1.52M | Sell |
37,194
-7,641
| -17% | -$322K | ﹤0.01% | 3700 |
|
|
2021
Q4 | $1.88M | Buy |
44,835
+8,035
| +22% | +$332K | ﹤0.01% | 3789 |
|
|
2021
Q3 | $1.41M | Buy |
36,800
+963
| +3% | +$35.4K | ﹤0.01% | 3888 |
|
|
2021
Q2 | $1.37M | Buy |
35,837
+3,557
| +11% | +$145K | ﹤0.01% | 3915 |
|
|
2021
Q1 | $1.24M | Sell |
32,280
-4,330
| -12% | -$153K | ﹤0.01% | 4037 |
|
|
2020
Q4 | $1.14M | Buy |
36,610
+9,674
| +36% | +$278K | ﹤0.01% | 3906 |
|
|
2020
Q3 | $658K | Sell |
26,936
-1,343
| -5% | -$36.3K | ﹤0.01% | 3963 |
|
|
2020
Q2 | $783K | Buy |
28,279
+1,493
| +6% | +$42.4K | ﹤0.01% | 3724 |
|
|
2020
Q1 | $814K | Sell |
26,786
-19,037
| -42% | -$644K | ﹤0.01% | 3535 |
|
|
2019
Q4 | $1.7M | Buy |
45,823
+9,661
| +27% | +$341K | ﹤0.01% | 3720 |
|
|
2019
Q3 | $1.23M | Buy |
36,162
+20,014
| +124% | +$665K | ﹤0.01% | 3777 |
|
|
2019
Q2 | $523K | Buy |
16,148
+10,816
| +203% | +$366K | ﹤0.01% | 4263 |
|
|
2019
Q1 | $178K | Sell |
5,332
-15,037
| -74% | -$510K | ﹤0.01% | 4685 |
|
|
2018
Q4 | $647K | Sell |
20,369
-3,880
| -16% | -$126K | ﹤0.01% | 4065 |
|
|
2018
Q3 | $844K | Buy |
24,249
+9,608
| +66% | +$340K | ﹤0.01% | 4001 |
|
|
2018
Q2 | $493K | Buy |
14,641
+85
| +0.6% | +$2.92K | ﹤0.01% | 4320 |
|
|
2018
Q1 | $505K | Buy |
14,556
+4,470
| +44% | +$155K | ﹤0.01% | 4197 |
|
|
2017
Q4 | $340K | Sell |
10,086
-3,793
| -27% | -$134K | ﹤0.01% | 4562 |
|
|
2017
Q3 | $505K | Buy |
13,879
+7,271
| +110% | +$247K | ﹤0.01% | 4210 |
|
|
2017
Q2 | $231K | Buy |
6,608
+104
| +2% | +$3.49K | ﹤0.01% | 4660 |
|
|
2017
Q1 | $213K | Sell |
6,504
-5,848
| -47% | -$200K | ﹤0.01% | 4618 |
|
|
2016
Q4 | $454K | Sell |
12,352
-27,667
| -69% | -$955K | ﹤0.01% | 4198 |
|
|
2016
Q3 | $1.26M | Buy |
40,019
+1,647
| +4% | +$51.2K | ﹤0.01% | 3253 |
|
|
2016
Q2 | $1.16M | Buy |
38,372
+8,461
| +28% | +$231K | ﹤0.01% | 3252 |
|
|
2016
Q1 | $725K | Sell |
29,911
-11,194
| -27% | -$244K | ﹤0.01% | 3502 |
|
|
2015
Q4 | $917K | Buy |
41,105
+1,050
| +3% | +$26.2K | ﹤0.01% | 3477 |
|
|
2015
Q3 | $1.02M | Buy |
40,055
+3,855
| +11% | +$97.2K | ﹤0.01% | 3329 |
|
|
2015
Q2 | $983K | Buy |
36,200
+3,298
| +10% | +$85.1K | ﹤0.01% | 3584 |
|
|
2015
Q1 | $835K | Buy |
32,902
+18,436
| +127% | +$466K | ﹤0.01% | 3719 |
|
|
2014
Q4 | $370K | Buy |
+14,466
| New | +$411K | ﹤0.01% | 4466 |
|
Other funds holding SBSI
UBS Group's SBSI Position: Q2 2026 in Review
UBS Group reduced its Southside Bancshares (SBSI) stake by 15% in Q2 2026, selling an estimated $445K and leaving 77,958 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4796.
UBS Group first reported a position in SBSI in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.8M in Q2 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.
- UBS Group held 77,958 shares of Southside Bancshares worth $2.74M as of Q2 2026.
- UBS Group sold 13,430 Southside Bancshares shares in Q2 2026, an estimated $445K.
- Southside Bancshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4796 holding.
- UBS Group first reported a position in Southside Bancshares in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Southside Bancshares position peaked at $11.8M in Q2 2025.
- 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.