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Versor Investments’s Southside Bancshares SBSI Stock Holding History

Versor 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
2024
Q2 		– Sell
-7,100
Closed -$208K – 905
2024
Q1 		$208K Buy
+7,100
New +$211K 0.04% 608
2023
Q3 		– Sell
-11,200
Closed -$293K – 825
2023
Q2 		$293K Sell
11,200
-3,700
-25% -$108K 0.05% 430
2023
Q1 		$495K Sell
14,900
-1,800
-11% -$65.7K 0.06% 332
2022
Q4 		$601K Buy
16,700
+4,200
+34% +$149K 0.05% 292
2022
Q3 		$442K Sell
12,500
-2,200
-15% -$84.4K 0.03% 486
2022
Q2 		$550K Buy
+14,700
New +$572K 0.02% 446

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments's SBSI Position: Q2 2024 in Review

Versor Investments sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 7,100 shares — an estimated $208K sold.

Versor Investments first reported a position in SBSI in Q2 2022 and held it in 6 quarters. The position peaked at $601K in Q4 2022. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • Versor Investments reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • Versor Investments sold 7,100 Southside Bancshares shares in Q2 2024, an estimated $208K.
  • Versor Investments first reported a position in Southside Bancshares in Q2 2022 and held it in 6 quarters.
  • Versor Investments's Southside Bancshares position peaked at $601K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on Versor Investments's 13F filing for Q2 2024, filed 1 Aug 2024.