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UMB Bank’s Southside Bancshares SBSI Stock Holding History

UMB Bank’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 		$1.65K Hold
47
– – ﹤0.01% 2218
2026
Q1 		$1.46K Buy
47
+10
+27% +$317 ﹤0.01% 2194
2025
Q4 		$1.12K Buy
37
+26
+236% +$762 ﹤0.01% 2204
2025
Q3 		$311 Buy
11
+4
+57% +$121 ﹤0.01% 2139
2025
Q2 		$206 Sell
7
-83
-92% -$2.35K ﹤0.01% 2101
2025
Q1 		$2.61K Buy
90
+83
+1,186% +$2.54K ﹤0.01% 1920
2024
Q4 		$222 Hold
7
– – ﹤0.01% 2050
2024
Q3 		$234 Hold
7
– – ﹤0.01% 2125
2024
Q2 		$193 Hold
7
– – ﹤0.01% 2118
2024
Q1 		$205 Buy
+7
New +$208 ﹤0.01% 2121

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

UMB Bank's SBSI Position: Q2 2026 in Review

UMB Bank held its Southside Bancshares (SBSI) position steady in Q2 2026 at 47 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

UMB Bank first reported a position in SBSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.61K in Q1 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • UMB Bank held 47 shares of Southside Bancshares worth $1.65K as of Q2 2026.
  • UMB Bank left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2218 holding.
  • UMB Bank first reported a position in Southside Bancshares in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Southside Bancshares position peaked at $2.61K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.