Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Southside Bancshares SBSI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.4M Buy
39,818
+595
+2% +$19.7K ﹤0.01% 1430
2026
Q1 		$1.22M Sell
39,223
-1,563
-4% -$49.5K ﹤0.01% 1439
2025
Q4 		$1.26M Buy
+40,786
New +$1.19M ﹤0.01% 1415
2025
Q2 		– Sell
-7,045
Closed -$204K – 2098
2025
Q1 		$204K Buy
+7,045
New +$216K ﹤0.01% 1885

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SBSI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Southside Bancshares (SBSI) stake by 1.5% in Q2 2026, buying an estimated $19.7K and bringing the position to 39,818 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SBSI in Q1 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 39,818 shares of Southside Bancshares worth $1.4M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 595 Southside Bancshares shares in Q2 2026, an estimated $19.7K.
  • Southside Bancshares made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1430 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Southside Bancshares in Q1 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.